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) | $74,999 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $59,049 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$252,421 |
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 | $172,352 | $95,388+80.7% | $125,339+37.5% | $77,904+121.2% |
| Participation rate | 91.1% | 78.6%+12.5pp | 82.4%+8.7pp | 73.7%+17.4pp |
| Annual return | -16.88% | 116.19%-133.1pp | 572.05%-588.9pp | 12.21%-29.1pp |
| Employer contribution / active EE | $3,800 | $3,666+3.6% | $4,814-21.1% | $2,848+33.4% |
| Participant deferral / active EE | $12,908 | $7,711+67.4% | $7,446+73.4% | $4,806+168.6% |
| Admin fee / account holder | -$48 | $119-140.7% | $10,010-100.5% | $133-136.5% |