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 FIN. ADVISERS Service code 26 · EIN 27-0493248 450 E LAS OLAS BLVD · FORT LAUDERDALE, FL 33301 | Advisory (Participants) | $38,615 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $370 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,700 | $64,119+63.3% | $112,228-6.7% | $66,914+56.5% |
| Participation rate | 63.6% | 68.5%-4.9pp | 75.1%-11.5pp | 69.8%-6.2pp |
| Annual return | -15.09% | -13.81%-1.3pp | 27.45%-42.5pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,432 | $3,005-52.3% | $3,635-60.6% | $2,544-43.7% |
| Participant deferral / active EE | $3,871 | $3,693+4.8% | $4,728-18.1% | $4,237-8.6% |
| Admin fee / account holder | $570 | $625-8.8% | $6,410-91.1% | $593-3.9% |