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) | $32,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,928 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,611 | $51,045+130.4% | $70,515+66.8% | $71,457+64.6% |
| Participation rate | 98.4% | 59.4%+38.9pp | 68.3%+30.0pp | 67.9%+30.4pp |
| Annual return | 18.97% | 42.63%-23.7pp | 32.77%-13.8pp | 28.85%-9.9pp |
| Employer contribution / active EE | $6,526 | $1,790+264.6% | $2,973+119.5% | $2,588+152.2% |
| Participant deferral / active EE | $7,606 | $3,026+151.3% | $4,567+66.6% | $4,289+77.3% |
| Admin fee / account holder | $241 | $1,994-87.9% | $6,412-96.2% | $1,587-84.8% |