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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,172 |
GOLDMAN SACHS1 year Filed as: UNITED CAPITAL RETIREMENT ADVISORS Service code 27 153 CORDAVILLE RD · SOUTHBOROUGH, MA 01772 | Advisory (Plan) | $30,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,538 | $80,177-32.0% | $123,892-56.0% | $57,658-5.4% |
| Participation rate | 75.5% | 74.4%+1.0pp | 81.4%-5.9pp | 70.2%+5.2pp |
| Annual return | 8.51% | 17.90%-9.4pp | 47.52%-39.0pp | 5.13%+3.4pp |
| Employer contribution / active EE | $2,403 | $2,913-17.5% | $4,617-48.0% | $1,974+21.7% |
| Participant deferral / active EE | $8,932 | $5,130+74.1% | $5,984+49.3% | $3,061+191.8% |
| Admin fee / account holder | $172 | $106+61.8% | $8,357-97.9% | $95+82.0% |