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 SACHS7+ years Filed as: UNITED CAPITAL FINANCIAL ADV Service code 26 · EIN 27-0493248 | Advisory (Participants) | $24,959 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $19,542 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,687 | $65,435-42.4% | $86,677-56.5% | $66,914-43.7% |
| Participation rate | 70.2% | 75.5%-5.3pp | 76.6%-6.4pp | 69.8%+0.4pp |
| Annual return | -15.08% | -10.89%-4.2pp | 35.91%-51.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,908 | $2,153-11.4% | $2,836-32.7% | $2,544-25.0% |
| Participant deferral / active EE | $3,693 | $4,100-9.9% | $4,656-20.7% | $4,237-12.8% |
| Admin fee / account holder | $345 | $642-46.2% | $7,493-95.4% | $593-41.8% |