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 6-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: UNITED CAPITAL FINANCIAL ADVISORS Service code 26 · EIN 27-0493248 | Advisory (Participants) | $7,567 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,956 | $64,119-56.4% | $112,228-75.1% | $66,914-58.2% |
| Participation rate | 41.7% | 68.5%-26.8pp | 75.1%-33.4pp | 69.8%-28.1pp |
| Annual return | -15.93% | -13.81%-2.1pp | 27.45%-43.4pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,200 | $3,005-60.1% | $3,635-67.0% | $2,544-52.8% |
| Participant deferral / active EE | $2,219 | $3,693-39.9% | $4,728-53.1% | $4,237-47.6% |
| Admin fee / account holder | $326 | $625-47.8% | $6,410-94.9% | $593-45.0% |