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 Service code 27 · EIN 36-4291971 | Advisory (Plan) | $43,905 |
NWPS6 years Service code 13 · EIN 91-2090931 | Contract Administrator | $16,465 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $5,052 |
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 | $134,529 | $109,413+23.0% | $156,263-13.9% | $84,808+58.6% |
| Participation rate | 71.0% | 72.7%-1.7pp | 78.9%-7.9pp | 68.3%+2.7pp |
| Annual return | 23.37% | 20.18%+3.2pp | 59.47%-36.1pp | 40.90%-17.5pp |
| Employer contribution / active EE | $3,969 | $2,907+36.6% | $4,333-8.4% | $2,631+50.9% |
| Participant deferral / active EE | $7,259 | $4,590+58.2% | $6,158+17.9% | $4,212+72.4% |
| Admin fee / account holder | $545 | $9,357-94.2% | $14,255-96.2% | $7,344-92.6% |