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 ADVISORS L Service code 27 620 NEWPORT CENTER DR STE 500 · NEWPORT BEACH, CA 92260 | Advisory (Plan) | $177,725 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $114,257 |
HOGANTAYLOR LLP2 years Service code 29 DEPT #308 PO BOX 21568 · TULSA, OK 74121 | Legal | $17,400 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,060 | $81,719-9.4% | $101,248-26.9% | $90,288-18.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 17.17% | 337.64%-320.5pp | 46.47%-29.3pp | 53.97%-36.8pp |
| Employer contribution / active EE | $2,706 | $3,622-25.3% | $3,660-26.1% | $2,524+7.2% |
| Participant deferral / active EE | $4,671 | $3,310+41.1% | $4,370+6.9% | $4,232+10.4% |
| Admin fee / account holder | $211 | $162+30.5% | $5,945-96.4% | $114+85.3% |