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 SACHS3 years Filed as: UNITED CAPITAL FIN. ADVISERS Service code 26 · EIN 27-0493248 450 E LAS OLAS BLVD · FORT LAUDERDALE, FL 33301 | Advisory (Participants) | $41,137 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $456 |
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 | $112,330 | $76,670+46.5% | $96,683+16.2% | $71,457+57.2% |
| Participation rate | 75.0% | 66.6%+8.4pp | 74.3%+0.7pp | 67.9%+7.1pp |
| Annual return | 16.12% | 48.29%-32.2pp | 35.69%-19.6pp | 28.85%-12.7pp |
| Employer contribution / active EE | $1,812 | $3,031-40.2% | $3,737-51.5% | $2,588-30.0% |
| Participant deferral / active EE | $4,695 | $3,771+24.5% | $4,878-3.8% | $4,289+9.5% |
| Admin fee / account holder | $602 | $2,028-70.3% | $6,730-91.1% | $1,587-62.1% |