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 6-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 FIDUCIAR ADVISORS, LLC Service code 27 · EIN 36-4291971 2850 GOLF RD · ROLLING MEADOWS, IL 60008 | Advisory (Plan) | $59,740 |
NATIONWIDE6+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $44,894 |
INTEGRITY PLANS LLC5 years Service code 37 · EIN 81-3053978 PO BOX 1918 · WESTERVILLE, OH 430861918 | Loan Processing | $23,382 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,587 | $53,136-59.4% | $155,509-86.1% | $199,593-89.2% |
| Participation rate | 29.9% | 64.1%-34.2pp | 78.2%-48.3pp | 72.0%-42.1pp |
| Annual return | 21.30% | 41.15%-19.8pp | 64.67%-43.4pp | 34.25%-12.9pp |
| Employer contribution / active EE | $629 | $1,851-66.0% | $4,672-86.5% | $3,034-79.3% |
| Participant deferral / active EE | $957 | $3,161-69.7% | $5,626-83.0% | $5,087-81.2% |
| Admin fee / account holder | $208 | $185+12.5% | $15,912-98.7% | $269-22.4% |