See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $94,542 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $64,315 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $14,175 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $12,865 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,095 | $82,202-59.7% | $125,339-73.6% | $64,808-48.9% |
| Participation rate | 99.2% | 77.9%+21.3pp | 82.4%+16.8pp | 71.5%+27.7pp |
| Annual return | -17.63% | 3.48%-21.1pp | 572.05%-589.7pp | 32.82%-50.5pp |
| Employer contribution / active EE | $4,741 | $3,615+31.1% | $4,814-1.5% | $2,506+89.2% |
| Participant deferral / active EE | $9,035 | $7,175+25.9% | $7,446+21.3% | $4,310+109.6% |
| Admin fee / account holder | $150 | $163-8.1% | $10,010-98.5% | $188-20.1% |