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 FINANCIAL ADVISERS Service code 27 · EIN 27-0493248 | Advisory (Plan) | $29,832 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,858 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,594 |
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 | $32,721 | $82,202-60.2% | $125,339-73.9% | $64,808-49.5% |
| Participation rate | 91.1% | 77.9%+13.2pp | 82.4%+8.7pp | 71.5%+19.6pp |
| Annual return | -17.30% | 3.48%-20.8pp | 572.05%-589.3pp | 32.82%-50.1pp |
| Employer contribution / active EE | $707 | $3,615-80.4% | $4,814-85.3% | $2,506-71.8% |
| Participant deferral / active EE | $6,217 | $7,175-13.3% | $7,446-16.5% | $4,310+44.2% |
| Admin fee / account holder | $107 | $163-34.5% | $10,010-98.9% | $188-43.0% |