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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,584 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $12,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,083 | $130,194-55.4% | $169,993-65.8% | $71,457-18.7% |
| Participation rate | 90.3% | 86.1%+4.1pp | 87.0%+3.3pp | 67.9%+22.3pp |
| Annual return | 24.05% | 20.37%+3.7pp | 53.37%-29.3pp | 28.85%-4.8pp |
| Employer contribution / active EE | $6,838 | $4,381+56.1% | $6,785+0.8% | $2,588+164.2% |
| Participant deferral / active EE | $13,959 | $6,923+101.6% | $10,408+34.1% | $4,289+225.5% |
| Admin fee / account holder | $223 | $966-76.9% | $12,815-98.3% | $1,587-85.9% |