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 PARTNERS4 years Service code 13 · EIN 45-0514557 | Contract Administrator | $1,305 |
LINCOLN NATIONAL CORPORATION4 years Service code 64 · EIN 35-0472300 | Recordkeeping Fees | $552 |
METLIFE LIFE INSURANCE COMPANY5+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,552 | $58,879-36.2% | $178,490-79.0% | $73,488-48.9% |
| Participation rate | 33.9% | 66.2%-32.3pp | 81.9%-48.0pp | 70.7%-36.7pp |
| Annual return | 9.52% | 24.86%-15.3pp | 151.07%-141.6pp | 28.51%-19.0pp |
| Employer contribution / active EE | $394 | $2,236-82.4% | $5,011-92.1% | $2,270-82.7% |
| Participant deferral / active EE | $1,393 | $2,567-45.8% | $5,202-73.2% | $3,740-62.8% |
| Admin fee / account holder | $17 | $400-95.6% | $13,984-99.9% | $513-96.6% |