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 5-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,077 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $13,793 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,872 | $93,571-9.3% | $135,903-37.5% | $75,163+12.9% |
| Participation rate | 82.3% | 75.2%+7.1pp | 81.9%+0.4pp | 67.2%+15.1pp |
| Annual return | 21.31% | 30.90%-9.6pp | 68.23%-46.9pp | 160.62%-139.3pp |
| Employer contribution / active EE | $6,627 | $3,537+87.4% | $4,856+36.5% | $2,670+148.2% |
| Participant deferral / active EE | $11,234 | $6,404+75.4% | $7,758+44.8% | $4,125+172.3% |
| Admin fee / account holder | $261 | $6,975-96.3% | $10,762-97.6% | $5,651-95.4% |