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 SACHS4 years Filed as: SANDHILL CAPITAL PARTNERS LLC Service code 27 · EIN 20-0444918 | Advisory (Plan) | $151,158 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,646 |
Filed as: BRIGHTON SECURITIES CORP Service code 16 · EIN 16-0961085 | Consulting | $5,021 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,948 | $48,166+82.6% | $96,562-8.9% | $93,030-5.5% |
| Participation rate | 59.6% | 65.1%-5.5pp | 69.8%-10.2pp | 73.9%-14.3pp |
| Annual return | 13.31% | 21.31%-8.0pp | 37.78%-24.5pp | 158.70%-145.4pp |
| Employer contribution / active EE | $674 | $1,070-37.0% | $2,356-71.4% | $2,706-75.1% |
| Participant deferral / active EE | $5,106 | $2,576+98.2% | $3,849+32.6% | $4,562+11.9% |
| Admin fee / account holder | $117 | $110+6.2% | $6,181-98.1% | $152-22.8% |