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 |
|---|---|---|
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L. Service code 27 · EIN 13-3575635 | Advisory (Plan) | $65,309 |
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $43,137 |
WOLF & COMPANY, P.C.11+ years Service code 10 · EIN 04-2689883 | Accounting | $19,500 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,660 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$18,497 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,035 | $145,877+36.4% | $150,045+32.6% | $102,872+93.5% |
| Participation rate | 98.1% | 79.8%+18.3pp | 82.3%+15.8pp | 73.0%+25.1pp |
| Annual return | 16.89% | 21.37%-4.5pp | 62.55%-45.7pp | 19.06%-2.2pp |
| Employer contribution / active EE | $3,756 | $4,710-20.3% | $4,693-20.0% | $3,526+6.5% |
| Participant deferral / active EE | $14,600 | $9,491+53.8% | $7,997+82.6% | $5,535+163.8% |
| Admin fee / account holder | $61 | $176-65.2% | $13,435-99.5% | $292-79.1% |