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 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,331 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,728 | $54,517+128.8% | $75,972+64.2% | $74,495+67.4% |
| Participation rate | 93.8% | 60.3%+33.5pp | 69.1%+24.7pp | 67.2%+26.6pp |
| Annual return | 16.99% | 31.82%-14.8pp | 359.55%-342.6pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $5,558 | $1,777+212.7% | $2,685+107.0% | $2,623+111.9% |
| Participant deferral / active EE | $7,122 | $3,066+132.3% | $4,255+67.4% | $4,346+63.9% |
| Admin fee / account holder | $280 | $2,229-87.4% | $6,467-95.7% | $1,942-85.6% |