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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $57,923 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $38,295 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,064 | $106,028-40.5% | $146,958-57.1% | $77,643-18.8% |
| Participation rate | 81.6% | 78.4%+3.2pp | 82.2%-0.5pp | 70.6%+11.0pp |
| Annual return | 108.87% | 56.73%+52.1pp | 418.34%-309.5pp | 31.24%+77.6pp |
| Employer contribution / active EE | $7,019 | $4,063+72.7% | $4,933+42.3% | $2,726+157.5% |
| Participant deferral / active EE | $12,435 | $7,990+55.6% | $8,070+54.1% | $4,647+167.6% |
| Admin fee / account holder | $341 | $337+1.1% | $12,998-97.4% | $430-20.7% |