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 10-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 15 · EIN 13-3689044 | Recordkeeping | $62,181 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $17,054 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,489 | $52,208-53.1% | $86,612-71.7% | $74,419-67.1% |
| Participation rate | 91.8% | 66.3%+25.5pp | 71.7%+20.1pp | 70.7%+21.1pp |
| Annual return | 18.57% | 44.46%-25.9pp | 591.07%-572.5pp | 34.38%-15.8pp |
| Employer contribution / active EE | $1,499 | $2,282-34.3% | $3,022-50.4% | $2,637-43.1% |
| Participant deferral / active EE | $2,744 | $3,383-18.9% | $4,438-38.2% | $4,528-39.4% |
| Admin fee / account holder | $150 | $319-52.9% | $5,614-97.3% | $348-56.9% |