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 SACHS3 years Filed as: UNITED CAPITAL FINANCIAL ADVISERS Service code 27 · EIN 27-0493248 | Advisory (Plan) | $39,967 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $30,426 |
Service code 10 · EIN 42-1394940 | Accounting | $10,500 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,137 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,455 | $64,119+53.6% | $112,228-12.3% | $66,914+47.1% |
| Participation rate | 98.2% | 68.5%+29.8pp | 75.1%+23.2pp | 69.8%+28.4pp |
| Annual return | -17.37% | -13.81%-3.6pp | 27.45%-44.8pp | 1.58%-19.0pp |
| Employer contribution / active EE | $5,116 | $3,005+70.2% | $3,635+40.8% | $2,544+101.1% |
| Participant deferral / active EE | $8,664 | $3,693+134.6% | $4,728+83.3% | $4,237+104.5% |
| Admin fee / account holder | $667 | $625+6.7% | $6,410-89.6% | $593+12.4% |