See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $21,288 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,156 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $5,984 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,816 | $89,465-84.6% | $164,866-91.6% | $77,671-82.2% |
| Participation rate | 87.4% | 78.6%+8.8pp | 78.6%+8.8pp | 70.6%+16.8pp |
| Annual return | 13.50% | 28.81%-15.3pp | 69.97%-56.5pp | 31.21%-17.7pp |
| Employer contribution / active EE | $457 | $2,568-82.2% | $4,343-89.5% | $2,726-83.2% |
| Participant deferral / active EE | $2,796 | $4,897-42.9% | $6,033-53.7% | $4,648-39.8% |
| Admin fee / account holder | $58 | $340-82.8% | $12,689-99.5% | $430-86.4% |