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 10-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 SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 27 · EIN 13-3575636 | Advisory (Plan) | $46,942 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,235 |
ELLIN & TUCKER, CHARTERED3 years Service code 10 · EIN 52-0959934 | Accounting | $14,000 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,174 | $79,171+75.8% | $102,423+35.9% | $74,495+86.8% |
| Participation rate | 67.7% | 74.8%-7.1pp | 76.5%-8.8pp | 67.2%+0.5pp |
| Annual return | 12.05% | 54.93%-42.9pp | 29.32%-17.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,470 | $2,362-37.8% | $3,023-51.4% | $2,623-44.0% |
| Participant deferral / active EE | $2,994 | $4,415-32.2% | $5,053-40.8% | $4,346-31.1% |
| Admin fee / account holder | $448 | $2,001-77.6% | $9,451-95.3% | $1,942-76.9% |