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 9-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: SANDHILL CAPITAL PARTNERS LLC Service code 27 40 FOUNTAIN PLAZA, SUITE 1300 · BUFFALO, NY 142022200 | Advisory (Plan) | $15,599 |
Filed as: PPS PENSION SERVICES, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $2,576 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $390 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,688 | $93,571-50.1% | $135,903-65.6% | $75,163-37.9% |
| Participation rate | 76.5% | 75.2%+1.3pp | 81.9%-5.4pp | 67.2%+9.3pp |
| Annual return | 7.98% | 30.90%-22.9pp | 68.23%-60.3pp | 160.62%-152.6pp |
| Employer contribution / active EE | $4,435 | $3,537+25.4% | $4,856-8.7% | $2,670+66.1% |
| Participant deferral / active EE | $9,825 | $6,404+53.4% | $7,758+26.6% | $4,125+138.2% |
| Admin fee / account holder | $107 | $6,975-98.5% | $10,762-99.0% | $5,651-98.1% |