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 |
|---|---|---|
GOLDLEAF PARTNERS3 years Service code 13 · EIN 45-0514557 | Contract Administrator | $3,041 |
LINCOLN NATIONAL CORPORATION3 years Service code 64 · EIN 35-0472300 | Recordkeeping Fees | $781 |
METLIFE LIFE INSURANCE COMPANY4+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,625 | $52,953-34.6% | $172,739-80.0% | $65,185-46.9% |
| Participation rate | 31.3% | 66.2%-34.9pp | 82.6%-51.3pp | 70.2%-38.9pp |
| Annual return | 18.71% | 30.12%-11.4pp | 802.84%-784.1pp | 29.38%-10.7pp |
| Employer contribution / active EE | $355 | $2,190-83.8% | $5,143-93.1% | $2,177-83.7% |
| Participant deferral / active EE | $1,163 | $2,471-52.9% | $5,198-77.6% | $3,514-66.9% |
| Admin fee / account holder | $24 | $472-95.0% | $13,954-99.8% | $847-97.2% |