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 | $73,740 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $20,953 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,986 | $65,908-53.0% | $81,812-62.1% | $77,643-60.1% |
| Participation rate | 94.2% | 65.8%+28.4pp | 72.3%+21.9pp | 70.6%+23.7pp |
| Annual return | 14.63% | 26.64%-12.0pp | 773.79%-759.2pp | 31.24%-16.6pp |
| Employer contribution / active EE | $1,597 | $2,370-32.6% | $2,912-45.1% | $2,726-41.4% |
| Participant deferral / active EE | $3,069 | $3,505-12.4% | $4,319-28.9% | $4,647-34.0% |
| Admin fee / account holder | $196 | $526-62.8% | $7,386-97.3% | $430-54.5% |