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 SACHS5+ years Filed as: UNITED CAPITAL FIN. ADVISORS Service code 26 · EIN 27-0493248 450 E LAS OLAS BLVD · FT. LAUDERDALE, CA 33301 | Advisory (Participants) | $18,229 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $440 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,351 | $65,435-33.7% | $86,677-50.0% | $66,914-35.2% |
| Participation rate | 69.2% | 75.5%-6.2pp | 76.6%-7.3pp | 69.8%-0.6pp |
| Annual return | -16.20% | -10.89%-5.3pp | 35.91%-52.1pp | 1.58%-17.8pp |
| Employer contribution / active EE | $344 | $2,153-84.0% | $2,836-87.9% | $2,544-86.5% |
| Participant deferral / active EE | $2,790 | $4,100-32.0% | $4,656-40.1% | $4,237-34.2% |
| Admin fee / account holder | $358 | $642-44.2% | $7,493-95.2% | $593-39.7% |