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 LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $75,000 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,012 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$171,691 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,729 | $122,186+83.9% | $146,958+52.9% | $199,593+12.6% |
| Participation rate | 91.9% | 78.3%+13.6pp | 82.2%+9.7pp | 72.0%+19.9pp |
| Annual return | 15.79% | 30.56%-14.8pp | 418.34%-402.6pp | 34.25%-18.5pp |
| Employer contribution / active EE | $4,048 | $4,093-1.1% | $4,933-17.9% | $3,034+33.4% |
| Participant deferral / active EE | $14,450 | $8,502+70.0% | $8,070+79.1% | $5,087+184.1% |
| Admin fee / account holder | -$14 | $179-108.0% | $12,998-100.1% | $269-105.3% |