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 LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $728 |
Annual investment return 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.
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 | $21,068 | $79,171-73.4% | $102,423-79.4% | $74,495-71.7% |
| Participation rate | 89.4% | 74.8%+14.6pp | 76.5%+12.9pp | 67.2%+22.2pp |
| Annual return | 10.39% | 54.93%-44.5pp | 29.32%-18.9pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $814 | $2,362-65.5% | $3,023-73.1% | $2,623-68.9% |
| Participant deferral / active EE | $2,240 | $4,415-49.3% | $5,053-55.7% | $4,346-48.5% |
| Admin fee / account holder | $61 | $2,001-97.0% | $9,451-99.4% | $1,942-96.9% |