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 | $28,841 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 26 · EIN 36-4291971 PO BOX 71396 · CHICAGO, IL 606941396 | Advisory (Participants) | $8,740 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,415 | $47,126-24.9% | $149,673-76.3% | $74,419-52.4% |
| Participation rate | 72.3% | 63.4%+9.0pp | 78.8%-6.4pp | 70.7%+1.6pp |
| Annual return | 16.10% | 22.75%-6.7pp | 134.42%-118.3pp | 34.38%-18.3pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,720 | $2,728+36.4% | $5,680-34.5% | $4,528-17.9% |
| Admin fee / account holder | $35 | $343-89.8% | $13,210-99.7% | $348-90.0% |