Filed July 13, 2023
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 SACHS3 years Filed as: SANDHILL CAPITAL PARTNERS LLC Service code 27 · EIN 20-0444918 | Advisory (Plan) | $115,767 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,716 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,687 | $43,466+99.4% | $90,951-4.7% | $90,288-4.0% |
| Participation rate | 58.5% | 62.5%-4.0pp | 69.0%-10.5pp | 73.4%-14.9pp |
| Annual return | 18.89% | 25.26%-6.4pp | 134.60%-115.7pp | 53.97%-35.1pp |
| Employer contribution / active EE | $609 | $840-27.5% | $2,122-71.3% | $2,524-75.9% |
| Participant deferral / active EE | $4,097 | $2,138+91.7% | $3,373+21.5% | $4,232-3.2% |
| Admin fee / account holder | $105 | $92+14.3% | $5,959-98.2% | $114-8.0% |