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 SACHS6+ years Filed as: UNITED CAPITAL FINANCIAL ADV Service code 26 · EIN 27-0493248 | Advisory (Participants) | $29,083 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $22,437 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,196 | $84,936-42.1% | $111,297-55.8% | $79,386-38.0% |
| Participation rate | 73.8% | 75.9%-2.0pp | 77.3%-3.5pp | 70.7%+3.1pp |
| Annual return | 12.77% | 17.45%-4.7pp | 54.65%-41.9pp | 116.85%-104.1pp |
| Employer contribution / active EE | $2,132 | $1,979+7.7% | $2,731-21.9% | $2,427-12.2% |
| Participant deferral / active EE | $4,100 | $3,888+5.4% | $4,487-8.6% | $4,046+1.3% |
| Admin fee / account holder | $392 | $537-27.1% | $7,964-95.1% | $626-37.5% |