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 SACHS8+ years Filed as: UNITED CAPITAL FINANCIAL ADV Service code 26 · EIN 27-0493248 | Advisory (Participants) | $26,602 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $20,752 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,171 | $76,050-40.6% | $96,544-53.2% | $71,457-36.8% |
| Participation rate | 57.9% | 74.4%-16.5pp | 76.0%-18.1pp | 67.9%-10.0pp |
| Annual return | 15.24% | 22.81%-7.6pp | 25.84%-10.6pp | 28.85%-13.6pp |
| Employer contribution / active EE | $1,518 | $2,244-32.4% | $2,965-48.8% | $2,588-41.3% |
| Participant deferral / active EE | $2,974 | $4,215-29.5% | $4,851-38.7% | $4,289-30.7% |
| Admin fee / account holder | $345 | $2,707-87.2% | $8,252-95.8% | $1,587-78.2% |