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 | $23,691 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,903 | $76,050-41.0% | $96,544-53.5% | $71,457-37.2% |
| Participation rate | 88.7% | 74.4%+14.3pp | 76.0%+12.7pp | 67.9%+20.8pp |
| Annual return | 15.65% | 22.81%-7.2pp | 25.84%-10.2pp | 28.85%-13.2pp |
| Employer contribution / active EE | $426 | $2,244-81.0% | $2,965-85.6% | $2,588-83.5% |
| Participant deferral / active EE | $4,518 | $4,215+7.2% | $4,851-6.9% | $4,289+5.4% |
| Admin fee / account holder | $226 | $2,707-91.6% | $8,252-97.3% | $1,587-85.7% |