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 15 · EIN 13-3689044 | Recordkeeping | $92,177 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 17 · EIN 36-4291971 | Pension Consulting | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,194 | $48,698+9.2% | $93,606-43.2% | $199,593-73.3% |
| Participation rate | 35.2% | 63.5%-28.4pp | 68.7%-33.5pp | 72.0%-36.8pp |
| Annual return | 15.21% | 15.34%-0.1pp | 133.20%-118.0pp | 34.25%-19.0pp |
| Employer contribution / active EE | $929 | $1,135-18.2% | $2,420-61.6% | $3,034-69.4% |
| Participant deferral / active EE | $1,526 | $2,817-45.8% | $4,411-65.4% | $5,087-70.0% |
| Admin fee / account holder | $264 | $195+35.3% | $8,285-96.8% | $269-1.8% |