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) | $35,942 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,992 |
Employer contribution per participant 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 | $86,320 | $56,638+52.4% | $169,368-49.0% | $74,419+16.0% |
| Participation rate | 93.1% | 67.5%+25.6pp | 77.1%+16.0pp | 70.7%+22.4pp |
| Annual return | 18.51% | 24.75%-6.2pp | 405.60%-387.1pp | 34.38%-15.9pp |
| Employer contribution / active EE | $40 | $2,027-98.0% | $4,013-99.0% | $2,637-98.5% |
| Participant deferral / active EE | $7,192 | $4,223+70.3% | $6,221+15.6% | $4,528+58.8% |
| Admin fee / account holder | $138 | $307-55.1% | $9,003-98.5% | $348-60.4% |