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 ADVISERS Service code 27 · EIN 27-0493248 | Advisory (Plan) | $20,264 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$416 |
Employer contribution per participant 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 | $38,433 | $100,801-61.9% | $149,696-74.3% | $73,409-47.6% |
| Participation rate | 91.9% | 77.7%+14.2pp | 82.5%+9.4pp | 72.2%+19.7pp |
| Annual return | 24.81% | 265.34%-240.5pp | 276.60%-251.8pp | 59.29%-34.5pp |
| Employer contribution / active EE | $336 | $3,312-89.9% | $4,644-92.8% | $2,234-85.0% |
| Participant deferral / active EE | $5,488 | $6,404-14.3% | $6,842-19.8% | $3,805+44.2% |
| Admin fee / account holder | $61 | $181-66.2% | $9,309-99.3% | $158-61.3% |