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 |
|---|---|---|
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $10,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,419 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,515 | $50,982-16.6% | $154,803-72.5% | $85,563-50.3% |
| Participation rate | 38.5% | 59.8%-21.3pp | 78.1%-39.6pp | 66.0%-27.5pp |
| Annual return | 17.39% | 30.35%-13.0pp | 58.88%-41.5pp | 31.51%-14.1pp |
| Employer contribution / active EE | $637 | $1,708-62.7% | $4,305-85.2% | $2,654-76.0% |
| Participant deferral / active EE | $1,278 | $2,474-48.4% | $5,540-76.9% | $4,375-70.8% |
| Admin fee / account holder | $116 | $846-86.3% | $14,329-99.2% | $834-86.1% |