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 PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 8009 34TH AVENUE SOUTH, SUITE 320 · MINNEAPOLIS, MN 55425 | Contract Administrator | $2,506 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $807 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $387 |
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 | $29,302 | $76,000-61.4% | $154,107-81.0% | $64,186-54.3% |
| Participation rate | 50.5% | 70.4%-19.9pp | 83.0%-32.5pp | 69.6%-19.0pp |
| Annual return | -7.46% | 30.32%-37.8pp | 735.12%-742.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,068 | $3,351-68.1% | $5,298-79.8% | $2,381-55.1% |
| Participant deferral / active EE | $1,739 | $3,175-45.2% | $5,081-65.8% | $3,470-49.9% |
| Admin fee / account holder | $18 | $5,596-99.7% | $13,411-99.9% | $4,888-99.6% |