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 SACHS1 year Filed as: BROAD STREET CAPITAL PARTNERS LLC Service code 27 124 VERDAE BLVD STE 504 · GREENVILLE, SC 29607 | Advisory (Plan) | $26,420 |
BATES & COMPANY, INC.4 years Filed as: BATES & COMPANY Service code 13 · EIN 59-3465757 1201 S ORLANDO AVE STE 202 · WINTER PARK, FL 32789 | Contract Administrator | $6,912 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,630 | $45,031-47.5% | $85,009-72.2% | $77,671-69.6% |
| Participation rate | 18.9% | 48.7%-29.8pp | 67.5%-48.6pp | 70.6%-51.7pp |
| Annual return | 12.75% | 79.22%-66.5pp | 66.47%-53.7pp | 31.21%-18.5pp |
| Employer contribution / active EE | $102 | $1,609-93.7% | $2,728-96.3% | $2,726-96.3% |
| Participant deferral / active EE | $821 | $2,807-70.8% | $4,522-81.8% | $4,648-82.3% |
| Admin fee / account holder | $38 | $912-95.8% | $6,153-99.4% | $430-91.2% |