See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $20,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,149 |
Service code 37 · EIN 04-2647786 | Loan Processing | $562 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,311 | $91,407+166.2% | $135,903+79.0% | $71,457+240.5% |
| Participation rate | 90.8% | 75.7%+15.1pp | 81.9%+8.9pp | 67.9%+22.9pp |
| Annual return | 25.14% | 29.90%-4.8pp | 68.23%-43.1pp | 28.85%-3.7pp |
| Employer contribution / active EE | $3,961 | $3,703+7.0% | $4,856-18.4% | $2,588+53.1% |
| Participant deferral / active EE | $14,168 | $7,092+99.8% | $7,758+82.6% | $4,289+230.4% |
| Admin fee / account holder | $190 | $1,266-85.0% | $10,762-98.2% | $1,587-88.0% |