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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,641 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $13,374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,008 | $91,407-0.4% | $135,903-33.0% | $71,457+27.4% |
| Participation rate | 67.2% | 75.7%-8.4pp | 81.9%-14.7pp | 67.9%-0.7pp |
| Annual return | 36.31% | 29.90%+6.4pp | 68.23%-31.9pp | 28.85%+7.5pp |
| Employer contribution / active EE | $1,090 | $3,703-70.6% | $4,856-77.5% | $2,588-57.9% |
| Participant deferral / active EE | $8,138 | $7,092+14.8% | $7,758+4.9% | $4,289+89.8% |
| Admin fee / account holder | $233 | $1,266-81.6% | $10,762-97.8% | $1,587-85.4% |