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 ADVISORS L Service code 27 620 NEWPORT CENTER DR STE 500 · NEWPORT BEACH, CA 92260 | Advisory (Plan) | $236,305 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $102,336 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,733 | $60,396-11.0% | $83,848-35.9% | $75,289-28.6% |
| Participation rate | 96.5% | 80.7%+15.8pp | 76.1%+20.3pp | 72.4%+24.1pp |
| Annual return | -7.13% | 3.84%-11.0pp | 850.88%-858.0pp | -0.04%-7.1pp |
| Employer contribution / active EE | $2,541 | $3,343-24.0% | $3,631-30.0% | $2,405+5.7% |
| Participant deferral / active EE | $4,274 | $2,922+46.2% | $4,082+4.7% | $3,739+14.3% |
| Admin fee / account holder | $235 | $141+66.2% | $5,478-95.7% | $102+129.4% |