See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER Service code 27 125 VILLAGE BOULEVARD · PRINCETON, NJ 08540 | Advisory (Plan) | $25,500 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,141 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,088 | $47,126+8.4% | $149,673-65.9% | $74,419-31.3% |
| Participation rate | 40.8% | 63.4%-22.6pp | 78.8%-38.0pp | 70.7%-29.9pp |
| Annual return | 14.56% | 22.75%-8.2pp | 134.42%-119.9pp | 34.38%-19.8pp |
| Employer contribution / active EE | $968 | $1,905-49.2% | $4,818-79.9% | $2,637-63.3% |
| Participant deferral / active EE | $2,461 | $2,728-9.8% | $5,680-56.7% | $4,528-45.6% |
| Admin fee / account holder | $153 | $343-55.3% | $13,210-98.8% | $348-55.9% |