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 PARTNERS2+ years Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $1,665 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $475 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $85 |
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 | $22,103 | $46,732-52.7% | $156,549-85.9% | $55,167-59.9% |
| Participation rate | 32.5% | 65.8%-33.3pp | 84.0%-51.5pp | 69.0%-36.5pp |
| Annual return | 10.36% | 17.72%-7.4pp | 32.23%-21.9pp | 169.23%-158.9pp |
| Employer contribution / active EE | $714 | $2,105-66.1% | $5,501-87.0% | $1,963-63.6% |
| Participant deferral / active EE | $1,162 | $2,204-47.3% | $4,871-76.2% | $3,054-62.0% |
| Admin fee / account holder | $10 | $418-97.7% | $13,027-99.9% | $504-98.1% |