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 60 · EIN 04-2647786 | Sub-TA Fees | $24,666 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $15,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,200 | $65,435-41.6% | $86,677-55.9% | $66,914-42.9% |
| Participation rate | 89.1% | 75.5%+13.7pp | 76.6%+12.5pp | 69.8%+19.3pp |
| Annual return | -15.42% | -10.89%-4.5pp | 35.91%-51.3pp | 1.58%-17.0pp |
| Employer contribution / active EE | $424 | $2,153-80.3% | $2,836-85.1% | $2,544-83.3% |
| Participant deferral / active EE | $4,491 | $4,100+9.5% | $4,656-3.5% | $4,237+6.0% |
| Admin fee / account holder | $225 | $642-64.9% | $7,493-97.0% | $593-62.0% |