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: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 PO BOX 7247-6636 · PHILADELPHIA, PA 19170 | Investment Management | $37,747 |
GOLDMAN SACHS4 years Filed as: UNITED CAPITAL FINANCIAL ADVISERS Service code 27 · EIN 27-0493248 | Advisory (Plan) | $19,007 |
Filed as: ANDERSON, LOWER, WHITLOW, PC Service code 10 1805 STATE STREET · BETTENDORF, IA 52722 | Accounting | $10,500 |
Service code 16 · EIN 42-1394940 | Consulting | $9,500 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $6,633 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,983 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,741 | $76,670+22.3% | $96,683-3.0% | $71,457+31.2% |
| Participation rate | 93.9% | 66.6%+27.4pp | 74.3%+19.6pp | 67.9%+26.0pp |
| Annual return | 16.49% | 48.29%-31.8pp | 35.69%-19.2pp | 28.85%-12.4pp |
| Employer contribution / active EE | $7,421 | $3,031+144.8% | $3,737+98.6% | $2,588+186.8% |
| Participant deferral / active EE | $8,261 | $3,771+119.1% | $4,878+69.3% | $4,289+92.6% |
| Admin fee / account holder | $469 | $2,028-76.9% | $6,730-93.0% | $1,587-70.4% |