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 |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $21,268 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,239 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,788 | $102,317-8.3% | $146,958-36.2% | $80,856+16.0% |
| Participation rate | 85.4% | 75.8%+9.5pp | 82.2%+3.2pp | 67.6%+17.7pp |
| Annual return | 16.97% | 134.76%-117.8pp | 418.34%-401.4pp | 35.59%-18.6pp |
| Employer contribution / active EE | $6,597 | $3,713+77.7% | $4,933+33.7% | $2,755+139.5% |
| Participant deferral / active EE | $13,165 | $6,644+98.2% | $8,070+63.1% | $4,296+206.5% |
| Admin fee / account holder | $349 | $7,941-95.6% | $12,998-97.3% | $6,918-95.0% |