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 10-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 |
|---|---|---|
Service code 26 · EIN 13-4023176 7 HANOVER SQUARE · NEW YORK, NY 10004 | Advisory (Participants) | $3,988 |
GOLDMAN SACHS1 year Filed as: UNITED CAPITAL FIN. ADVISERS Service code 26 · EIN 27-0493248 620 NEWPORT CENTER DRIVE #500 · NEWPORT BEACH, CA 92660 | Advisory (Participants) | $1,194 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,576 | $71,666-78.3% | $117,854-86.8% | $69,631-77.6% |
| Participation rate | 15.2% | 77.5%-62.3pp | 79.7%-64.4pp | 70.7%-55.5pp |
| Annual return | 16.59% | 18.86%-2.3pp | 335.08%-318.5pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $0 | $1,889-100.0% | $3,786-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $869 | $3,340-74.0% | $4,482-80.6% | $3,224-73.1% |
| Admin fee / account holder | $151 | $120+25.4% | $8,020-98.1% | $110+36.7% |