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 4-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) | $26,522 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,944 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,915 | $60,892-6.5% | $82,389-30.9% | $84,808-32.9% |
| Participation rate | 0.0% | 63.3%-63.3pp | 69.5%-69.5pp | 68.3%-68.3pp |
| Annual return | 14.87% | 37.29%-22.4pp | 28.67%-13.8pp | 40.90%-26.0pp |
| Employer contribution / active EE | $5,536 | $1,779+211.1% | $2,517+119.9% | $2,631+110.4% |
| Participant deferral / active EE | $10,803 | $3,179+239.8% | $4,155+160.0% | $4,212+156.5% |
| Admin fee / account holder | $587 | $5,467-89.3% | $7,231-91.9% | $7,344-92.0% |