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 6-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 year Filed as: UNITED CAPITAL Service code 26 · EIN 26-1224812 | Advisory (Participants) | $25,136 |
FINANCIAL DECISIONS2+ years Service code 13 | Contract Administrator | $18,093 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,496 | $60,165-2.8% | $74,183-21.1% | $55,167+6.0% |
| Participation rate | 94.2% | 74.2%+20.0pp | 76.6%+17.5pp | 69.0%+25.2pp |
| Annual return | 7.76% | 10.00%-2.2pp | 17.74%-10.0pp | 169.23%-161.5pp |
| Employer contribution / active EE | $2,799 | $1,600+75.0% | $2,370+18.1% | $1,963+42.6% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $307 | $419-26.9% | $5,586-94.5% | $504-39.2% |