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 SACHS1+ years Filed as: UNITED CAPITAL MODESTO Service code 26 300 BANNER COURT · MODESTO, CA 95350 | Advisory (Participants) | $18,517 |
FINANCIAL DECISIONS1+ years Service code 13 · EIN 68-1725620 5435 N EL DORADO, STE 18 · STOCKTON, CA 95207 | Contract Administrator | $13,024 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,892 | $46,360-63.6% | $147,614-88.6% | $52,331-67.7% |
| Participation rate | 51.5% | 64.9%-13.4pp | 84.6%-33.1pp | 68.1%-16.6pp |
| Annual return | -2.37% | 1.62%-4.0pp | 61.98%-64.3pp | 4.54%-6.9pp |
| Employer contribution / active EE | $486 | $2,126-77.1% | $5,564-91.3% | $1,882-74.1% |
| Participant deferral / active EE | $1,148 | $2,258-49.1% | $4,895-76.5% | $3,022-62.0% |
| Admin fee / account holder | $218 | $766-71.5% | $11,611-98.1% | $592-63.2% |