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 9-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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 99 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Other Fees | $45,000 |
Filed as: BARNES, DENNIG AND CO. LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINATTI, OH 45202 | Accounting | $30,700 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES INC DBA Service code 99 PO BOX 806 · BRAINERD, MN 56401 | Other Fees | $9,628 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,431 |
UNITED MAIL1 year Filed as: UNITED MAIL LLC Service code 99 201 EAST 4TH ST STE 800 · CINCINNATI, OH 45202 | Other Fees | $1,574 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,470 | $29,988-31.7% | $81,478-74.9% | $80,976-74.7% |
| Participation rate | 1.3% | 32.0%-30.7pp | 68.0%-66.7pp | 68.3%-67.0pp |
| Annual return | 17.28% | 51.73%-34.4pp | 38.78%-21.5pp | 22.91%-5.6pp |
| Employer contribution / active EE | $9 | $470-98.1% | $2,568-99.6% | $2,402-99.6% |
| Participant deferral / active EE | $33 | $1,209-97.2% | $3,537-99.1% | $3,848-99.1% |
| Admin fee / account holder | $33 | $63-47.8% | $4,561-99.3% | $67-51.4% |