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 SACHS6+ years Filed as: NEW ALBANY CAPITAL PARTNERS, LLC Service code 27 4200 REGENT ST., SUITE 200 · COLUMBUS, OH 43219 | Advisory (Plan) | $24,820 |
PENSERV PLAN SERVICES, INC.2 years Service code 15 P.O. BOX 7248 · COLUMBIA, SC 29202 | Recordkeeping | $12,895 |
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 | $42,211 | $52,293-19.3% | $178,490-76.4% | $73,409-42.5% |
| Participation rate | 34.8% | 65.3%-30.6pp | 81.9%-47.2pp | 72.2%-37.4pp |
| Annual return | 16.05% | 34.75%-18.7pp | 151.07%-135.0pp | 59.29%-43.2pp |
| Employer contribution / active EE | $707 | $1,735-59.3% | $5,011-85.9% | $2,234-68.4% |
| Participant deferral / active EE | $1,232 | $2,332-47.2% | $5,202-76.3% | $3,805-67.6% |
| Admin fee / account holder | $199 | $127+55.9% | $13,984-98.6% | $158+25.8% |