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 ADV Service code 26 620 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Advisory (Participants) | $14,196 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $646 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,190 | $59,186-54.1% | $76,768-64.6% | $56,287-51.7% |
| Participation rate | 67.1% | 75.2%-8.2pp | 77.0%-9.9pp | 69.9%-2.8pp |
| Annual return | -4.59% | 6.62%-11.2pp | 2.43%-7.0pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,557 | $1,759-11.5% | $2,485-37.4% | $2,111-26.3% |
| Participant deferral / active EE | $2,851 | $3,255-12.4% | $3,852-26.0% | $3,350-14.9% |
| Admin fee / account holder | $112 | $489-77.0% | $6,675-98.3% | $521-78.4% |