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 7-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+ years Filed as: UNITED CAPITAL FIN. ADVISORS Service code 26 · EIN 27-0493248 620 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Advisory (Participants) | $19,558 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $620 |
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 | $34,801 | $59,186-41.2% | $76,768-54.7% | $56,287-38.2% |
| Participation rate | 68.8% | 75.2%-6.4pp | 77.0%-8.1pp | 69.9%-1.0pp |
| Annual return | -5.78% | 6.62%-12.4pp | 2.43%-8.2pp | -9.96%+4.2pp |
| Employer contribution / active EE | $317 | $1,759-82.0% | $2,485-87.2% | $2,111-85.0% |
| Participant deferral / active EE | $2,446 | $3,255-24.9% | $3,852-36.5% | $3,350-27.0% |
| Admin fee / account holder | $178 | $489-63.6% | $6,675-97.3% | $521-65.8% |