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 15 · EIN 35-0145825 | Recordkeeping | $35,160 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 26 · EIN 36-4291971 PO BOX 71396 · CHICAGO, IL 606941396 | Advisory (Participants) | $11,258 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,639 | $47,126-15.9% | $149,673-73.5% | $74,419-46.7% |
| Participation rate | 75.4% | 63.4%+12.0pp | 78.8%-3.4pp | 70.7%+4.6pp |
| Annual return | 13.74% | 22.75%-9.0pp | 134.42%-120.7pp | 34.38%-20.6pp |
| Employer contribution / active EE | $2,587 | $1,905+35.7% | $4,818-46.3% | $2,637-1.9% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $38 | $343-88.8% | $13,210-99.7% | $348-88.9% |