See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2 years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 26 · EIN 27-0493248 450 E, LOS OLAS BLVD · FT.LAUDERDALE, FL 33301 | Advisory (Participants) | $14,725 |
TRIAD ADVISORS INC2 years Filed as: TRIAD HYBRID SOLUTIONS, LLC Service code 26 · EIN 46-5391363 5155 PEACHTREE PARKWAY, SUITE 280 · PEACHTREE CORNERS, GA 30092 | Advisory (Participants) | $3,036 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $436 |
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 | $58,050 | $79,171-26.7% | $102,423-43.3% | $74,495-22.1% |
| Participation rate | 72.0% | 74.8%-2.8pp | 76.5%-4.5pp | 67.2%+4.8pp |
| Annual return | 12.07% | 54.93%-42.9pp | 29.32%-17.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $387 | $2,362-83.6% | $3,023-87.2% | $2,623-85.2% |
| Participant deferral / active EE | $2,375 | $4,415-46.2% | $5,053-53.0% | $4,346-45.4% |
| Admin fee / account holder | $467 | $2,001-76.6% | $9,451-95.1% | $1,942-75.9% |