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) | $53,967 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,828 |
HEDMAN PARTNERS LLP1 year Service code 10 · EIN 85-4036357 | Accounting | $9,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,004 | $82,972-12.0% | $103,374-29.4% | $77,671-6.0% |
| Participation rate | 91.0% | 71.5%+19.4pp | 74.5%+16.4pp | 70.6%+20.4pp |
| Annual return | 20.06% | 19.14%+0.9pp | 24.89%-4.8pp | 31.21%-11.1pp |
| Employer contribution / active EE | $4,094 | $3,554+15.2% | $3,869+5.8% | $2,726+50.2% |
| Participant deferral / active EE | $10,934 | $4,108+166.1% | $5,058+116.2% | $4,648+135.3% |
| Admin fee / account holder | $195 | $639-69.5% | $8,394-97.7% | $430-54.8% |