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 SACHS8+ years Filed as: NEW ALBANY CAPITAL PARTNERS, LLC Service code 27 4200 REGENT ST., SUITE 200 · COLUMBUS, OH 43219 | Advisory (Plan) | $19,626 |
PENSERV PLAN SERVICES, INC.4 years Service code 15 P.O. BOX 3109 · WEST COLUMBIA, SC 29171 | Recordkeeping | $13,831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,824 | $46,292-14.0% | $143,757-72.3% | $64,808-38.6% |
| Participation rate | 32.5% | 64.2%-31.7pp | 80.3%-47.8pp | 71.5%-39.0pp |
| Annual return | -17.45% | -10.05%-7.4pp | -0.04%-17.4pp | 32.82%-50.3pp |
| Employer contribution / active EE | $725 | $1,910-62.0% | $4,951-85.3% | $2,506-71.1% |
| Participant deferral / active EE | $1,271 | $2,646-52.0% | $5,637-77.5% | $4,310-70.5% |
| Admin fee / account holder | $173 | $154+12.6% | $14,673-98.8% | $188-7.8% |