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 SACHS4 years Filed as: UNITED CAPITAL FIN. ADVISERS Service code 26 · EIN 27-0493248 450 E LAS OLAS BLVD · FORT LAUDERDALE, FL 33301 | Advisory (Participants) | $35,430 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $614 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,520 | $80,724+20.8% | $103,333-5.6% | $74,495+30.9% |
| Participation rate | 71.1% | 65.7%+5.4pp | 74.5%-3.4pp | 67.2%+3.9pp |
| Annual return | 9.94% | 27.56%-17.6pp | 24.88%-14.9pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $3,841 | $3,157+21.7% | $3,868-0.7% | $2,623+46.4% |
| Participant deferral / active EE | $5,048 | $3,860+30.8% | $5,057-0.2% | $4,346+16.2% |
| Admin fee / account holder | $457 | $2,368-80.7% | $8,355-94.5% | $1,942-76.4% |