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 SACHS3+ years Filed as: UNITED CAPITAL FIN. ADVISORS Service code 26 · EIN 27-0493248 620 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Advisory (Participants) | $16,984 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $630 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $39,964 | $73,638-45.7% | $95,952-58.4% | $73,488-45.6% |
| Participation rate | 68.9% | 76.2%-7.2pp | 77.1%-8.1pp | 70.7%-1.7pp |
| Annual return | 10.71% | 16.78%-6.1pp | 91.61%-80.9pp | 28.51%-17.8pp |
| Employer contribution / active EE | $310 | $1,863-83.4% | $2,541-87.8% | $2,270-86.3% |
| Participant deferral / active EE | $2,168 | $3,617-40.1% | $4,167-48.0% | $3,740-42.0% |
| Admin fee / account holder | $317 | $482-34.2% | $6,795-95.3% | $513-38.1% |