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 FINANCIAL ADVISERS Service code 27 · EIN 27-0493248 | Advisory (Plan) | $31,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,618 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,095 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,692 | $95,274-60.4% | $135,903-72.3% | $74,419-49.4% |
| Participation rate | 91.8% | 78.2%+13.6pp | 81.9%+9.9pp | 70.7%+21.1pp |
| Annual return | 22.60% | 32.77%-10.2pp | 68.23%-45.6pp | 34.38%-11.8pp |
| Employer contribution / active EE | $705 | $3,874-81.8% | $4,856-85.5% | $2,637-73.3% |
| Participant deferral / active EE | $6,262 | $7,782-19.5% | $7,758-19.3% | $4,528+38.3% |
| Admin fee / account holder | $100 | $266-62.5% | $10,762-99.1% | $348-71.3% |