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 10-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) | $34,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,413 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,395 | $89,808+17.4% | $100,391+5.0% | $77,643+35.7% |
| Participation rate | 97.1% | 81.2%+15.9pp | 81.5%+15.6pp | 70.6%+26.6pp |
| Annual return | 17.35% | 20.62%-3.3pp | 49.20%-31.8pp | 31.24%-13.9pp |
| Employer contribution / active EE | $6,399 | $3,039+110.6% | $3,942+62.3% | $2,726+134.8% |
| Participant deferral / active EE | $13,416 | $8,284+62.0% | $8,082+66.0% | $4,647+188.7% |
| Admin fee / account holder | $41 | $174-76.4% | $7,899-99.5% | $430-90.5% |