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: MARTIN CAPITAL PARTNERS, LLC Service code 27 2911 TENNYSON AVE · EUGENE, OR 97408 | Advisory (Plan) | $36,016 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,034 | $46,732-59.3% | $156,549-87.8% | $55,167-65.5% |
| Participation rate | 99.3% | 65.8%+33.5pp | 84.0%+15.3pp | 69.0%+30.3pp |
| Annual return | 0.07% | 17.72%-17.6pp | 32.23%-32.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $2,209 | $2,105+4.9% | $5,501-59.8% | $1,963+12.6% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $201 | $418-52.1% | $13,027-98.5% | $504-60.2% |