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 9-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 |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $35,227 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,648 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,909 | $66,457-27.9% | $81,382-41.1% | $77,643-38.3% |
| Participation rate | 97.1% | 68.7%+28.4pp | 69.5%+27.6pp | 70.6%+26.5pp |
| Annual return | 17.38% | 15.93%+1.4pp | 24.73%-7.4pp | 31.24%-13.9pp |
| Employer contribution / active EE | $4,069 | $2,159+88.4% | $2,463+65.2% | $2,726+49.3% |
| Participant deferral / active EE | $6,125 | $3,679+66.5% | $3,883+57.7% | $4,647+31.8% |
| Admin fee / account holder | $81 | $583-86.0% | $5,768-98.6% | $430-81.1% |