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 SACHS2 years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 26 · EIN 27-0493248 | Advisory (Participants) | $33,163 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $160 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,272 | $136,307-44.8% | $177,821-57.7% | $73,488+2.4% |
| Participation rate | 76.1% | 86.1%-10.0pp | 87.7%-11.6pp | 70.7%+5.5pp |
| Annual return | 17.30% | 18.68%-1.4pp | 48.32%-31.0pp | 28.51%-11.2pp |
| Employer contribution / active EE | $4,184 | $3,712+12.7% | $5,918-29.3% | $2,270+84.3% |
| Participant deferral / active EE | $4,157 | $5,829-28.7% | $7,714-46.1% | $3,740+11.2% |
| Admin fee / account holder | $327 | $596-45.1% | $12,427-97.4% | $513-36.3% |