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: MARTIN CAPITAL PARTNERS LLC Service code 27 · EIN 27-2233908 900 WILLAMETTE STREET, SUITE 350 · EUGENE, OR 97401 | Advisory (Plan) | $31,421 |
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 | $18,337 | $55,453-66.9% | $170,442-89.2% | $62,292-70.6% |
| Participation rate | 99.3% | 66.4%+32.9pp | 83.6%+15.7pp | 69.5%+29.7pp |
| Annual return | 6.67% | 21.38%-14.7pp | 205.93%-199.3pp | 28.90%-22.2pp |
| Employer contribution / active EE | $2,258 | $2,164+4.4% | $5,433-58.4% | $2,042+10.6% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $179 | $455-60.6% | $13,880-98.7% | $479-62.6% |