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: GREYSTONE CAPITAL PARTNERS GROUP Service code 99 · EIN 86-1604571 | Other Fees | $18,764 |
WOODBURY FINANCIAL SERVICES4 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 99 · EIN 41-0944586 | Other Fees | $18,764 |
QUALIFIED PLANS, LLC4 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 49 · EIN 20-0223513 | Other Services | $5,513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,024 | $60,323+42.6% | $81,812+5.1% | $74,495+15.5% |
| Participation rate | 45.5% | 62.9%-17.4pp | 72.3%-26.9pp | 67.2%-21.7pp |
| Annual return | 17.17% | 16.90%+0.3pp | 773.79%-756.6pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $2,320 | $2,620-11.4% | $2,912-20.3% | $2,623-11.5% |
| Participant deferral / active EE | $4,626 | $3,387+36.6% | $4,319+7.1% | $4,346+6.5% |
| Admin fee / account holder | $54 | $1,486-96.4% | $7,386-99.3% | $1,942-97.2% |