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 3-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $77,995 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $50,000 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,042 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,446 | $92,055+29.8% | $106,213+12.5% | $77,643+53.8% |
| Participation rate | 98.1% | 81.0%+17.0pp | 75.3%+22.8pp | 70.6%+27.5pp |
| Annual return | 14.75% | 17.91%-3.2pp | 116.14%-101.4pp | 31.24%-16.5pp |
| Employer contribution / active EE | $8,084 | $3,367+140.1% | $3,171+154.9% | $2,726+196.6% |
| Participant deferral / active EE | $10,437 | $5,386+93.8% | $5,016+108.1% | $4,647+124.6% |
| Admin fee / account holder | $234 | $219+6.7% | $11,033-97.9% | $430-45.7% |