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 |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 16 · EIN 36-4291971 | Consulting | $35,444 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $9,719 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,983 | $58,264+35.6% | $86,612-8.8% | $71,457+10.5% |
| Participation rate | 99.3% | 65.0%+34.4pp | 71.7%+27.6pp | 67.9%+31.4pp |
| Annual return | 14.94% | 21.63%-6.7pp | 591.07%-576.1pp | 28.85%-13.9pp |
| Employer contribution / active EE | $6,444 | $2,574+150.3% | $3,022+113.2% | $2,588+149.0% |
| Participant deferral / active EE | $5,276 | $3,436+53.5% | $4,438+18.9% | $4,289+23.0% |
| Admin fee / account holder | $178 | $1,057-83.2% | $5,614-96.8% | $1,587-88.8% |