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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,878 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $17,059 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,734 | $101,317-1.6% | $146,958-32.1% | $74,495+33.9% |
| Participation rate | 69.2% | 75.5%-6.3pp | 82.2%-12.9pp | 67.2%+2.0pp |
| Annual return | 13.13% | 8730.91%-8717.8pp | 418.34%-405.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,145 | $3,810-69.9% | $4,933-76.8% | $2,623-56.3% |
| Participant deferral / active EE | $7,379 | $7,303+1.0% | $8,070-8.6% | $4,346+69.8% |
| Admin fee / account holder | $287 | $1,739-83.5% | $12,998-97.8% | $1,942-85.2% |