See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
GOLDLEAF PARTNERS2 years Service code 13 · EIN 45-0514557 | Contract Administrator | $11,211 |
LINCOLN NATIONAL CORPORATION2 years Service code 64 · EIN 35-0472300 | Recordkeeping Fees | $713 |
METLIFE LIFE INSURANCE COMPANY3+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,968 | $47,977-41.7% | $154,107-81.9% | $56,287-50.3% |
| Participation rate | 31.0% | 66.2%-35.1pp | 83.0%-52.0pp | 69.9%-38.8pp |
| Annual return | -3.49% | 3.54%-7.0pp | 735.12%-738.6pp | -9.96%+6.5pp |
| Employer contribution / active EE | $367 | $2,169-83.1% | $5,298-93.1% | $2,111-82.6% |
| Participant deferral / active EE | $1,168 | $2,392-51.1% | $5,081-77.0% | $3,350-65.1% |
| Admin fee / account holder | $6 | $438-98.5% | $13,411-100.0% | $521-98.8% |