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 ADVISERS Service code 27 · EIN 27-0493248 | Advisory (Plan) | $28,282 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,911 |
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 | $43,466 | $104,317-58.3% | $159,436-72.7% | $86,799-49.9% |
| Participation rate | 91.6% | 77.7%+13.9pp | 82.8%+8.8pp | 72.3%+19.4pp |
| Annual return | 17.69% | 26.32%-8.6pp | 263.57%-245.9pp | 97.91%-80.2pp |
| Employer contribution / active EE | $683 | $3,451-80.2% | $4,829-85.9% | $2,405-71.6% |
| Participant deferral / active EE | $6,559 | $6,837-4.1% | $7,352-10.8% | $4,131+58.8% |
| Admin fee / account holder | $106 | $172-38.6% | $10,799-99.0% | $170-37.6% |