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 year Filed as: UNITED CAPITAL FINANCIAL ADVISORS L Service code 27 · EIN 27-0493248 | Advisory (Plan) | $10,177 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,956 | $64,909-55.4% | $82,313-64.8% | $62,292-53.5% |
| Participation rate | 66.9% | 74.9%-8.0pp | 76.9%-10.0pp | 69.5%-2.6pp |
| Annual return | 15.42% | 21.18%-5.8pp | 25.88%-10.5pp | 28.90%-13.5pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,579 | $3,103-16.9% | $3,706-30.4% | $3,169-18.6% |
| Admin fee / account holder | $184 | $440-58.2% | $5,608-96.7% | $479-61.6% |