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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $84,090 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $32,000 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $16,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,865 |
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 | $46,675 | $42,353+10.2% | $79,550-41.3% | $64,808-28.0% |
| Participation rate | 90.0% | 64.8%+25.3pp | 69.5%+20.5pp | 71.5%+18.5pp |
| Annual return | -16.63% | -12.24%-4.4pp | 0.16%-16.8pp | 32.82%-49.5pp |
| Employer contribution / active EE | $1,552 | $1,181+31.4% | $2,413-35.7% | $2,506-38.1% |
| Participant deferral / active EE | $5,235 | $3,170+65.1% | $3,985+31.4% | $4,310+21.5% |
| Admin fee / account holder | $140 | $160-12.0% | $6,832-97.9% | $188-25.2% |