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 | $31,169 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $19,519 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,118 | $60,323+74.3% | $81,812+28.5% | $74,495+41.1% |
| Participation rate | 96.6% | 62.9%+33.7pp | 72.3%+24.2pp | 67.2%+29.4pp |
| Annual return | 12.81% | 16.90%-4.1pp | 773.79%-761.0pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $6,205 | $2,620+136.8% | $2,912+113.1% | $2,623+136.6% |
| Participant deferral / active EE | $4,688 | $3,387+38.4% | $4,319+8.6% | $4,346+7.9% |
| Admin fee / account holder | $219 | $1,486-85.2% | $7,386-97.0% | $1,942-88.7% |