Filed December 29, 2025
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 |
|---|---|---|
GOLDMAN SACHS1 year Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 26 · EIN 27-0493248 | Advisory (Participants) | $28,197 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $164 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,189 | $98,982-39.2% | $162,163-62.9% | $65,185-7.7% |
| Participation rate | 75.6% | 85.8%-10.1pp | 87.6%-11.9pp | 70.2%+5.4pp |
| Annual return | 21.43% | 24.84%-3.4pp | 115.59%-94.2pp | 29.38%-8.0pp |
| Employer contribution / active EE | $3,644 | $3,467+5.1% | $5,614-35.1% | $2,177+67.4% |
| Participant deferral / active EE | $3,556 | $5,384-34.0% | $7,298-51.3% | $3,514+1.2% |
| Admin fee / account holder | $224 | $596-62.5% | $10,843-97.9% | $847-73.6% |