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) | $24,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,974 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,035 | $56,317+283.6% | $71,209+203.4% | $74,304+190.7% |
| Participation rate | 98.1% | 55.1%+43.0pp | 73.8%+24.4pp | 60.3%+37.8pp |
| Annual return | 17.19% | 42.83%-25.6pp | 282.51%-265.3pp | 29.43%-12.2pp |
| Employer contribution / active EE | $9,478 | $2,160+338.8% | $2,721+248.3% | $2,241+322.9% |
| Participant deferral / active EE | $10,581 | $2,788+279.5% | $4,175+153.4% | $3,767+180.9% |
| Admin fee / account holder | $311 | $2,290-86.4% | $5,349-94.2% | $2,969-89.5% |