See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $142,713 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 27 · EIN 13-3575636 | Advisory (Plan) | $70,387 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,843 | $128,899-36.5% | $113,168-27.7% | $102,872-20.4% |
| Participation rate | 93.6% | 87.0%+6.6pp | 76.6%+17.1pp | 73.0%+20.6pp |
| Annual return | 14.33% | 15.88%-1.5pp | 24.27%-9.9pp | 19.06%-4.7pp |
| Employer contribution / active EE | $2,692 | $3,713-27.5% | $2,975-9.5% | $3,526-23.7% |
| Participant deferral / active EE | $4,961 | $6,787-26.9% | $5,107-2.9% | $5,535-10.4% |
| Admin fee / account holder | $77 | $129-40.7% | $12,068-99.4% | $292-73.7% |