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 |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 26 · EIN 36-4291971 | Advisory (Participants) | $16,021 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,850 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,019 | $101,317-80.2% | $146,958-86.4% | $74,495-73.1% |
| Participation rate | 93.2% | 75.5%+17.7pp | 82.2%+11.1pp | 67.2%+26.0pp |
| Annual return | 13.39% | 8730.91%-8717.5pp | 418.34%-404.9pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $621 | $3,810-83.7% | $4,933-87.4% | $2,623-76.3% |
| Participant deferral / active EE | $3,781 | $7,303-48.2% | $8,070-53.2% | $4,346-13.0% |
| Admin fee / account holder | $187 | $1,739-89.3% | $12,998-98.6% | $1,942-90.4% |