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 10-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 |
|---|---|---|
Filed as: GALLAGHER CAPITAL ADVISORS, LLC Service code 26 · EIN 45-6618198 1100 TATE LN · ARGYLE, TX 76226 | Advisory (Participants) | $13,579 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 13 · EIN 01-0233346 | Contract Administrator | $380 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,533 | $72,607+13.7% | $90,749-9.1% | $66,914+23.3% |
| Participation rate | 71.4% | 73.7%-2.2pp | 75.7%-4.3pp | 69.8%+1.6pp |
| Annual return | -14.07% | -12.28%-1.8pp | -12.16%-1.9pp | 1.58%-15.7pp |
| Employer contribution / active EE | $1,817 | $2,369-23.3% | $2,921-37.8% | $2,544-28.6% |
| Participant deferral / active EE | $4,654 | $3,977+17.0% | $4,564+2.0% | $4,237+9.9% |
| Admin fee / account holder | $272 | $707-61.6% | $8,445-96.8% | $593-54.2% |