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 Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 8009 34TH AVENUE SOUTH, SUITE 320 · MINNEAPOLIS, MN 55425 | Contract Administrator | $3,040 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $700 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $671 |
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 | $42,222 | $58,879-28.3% | $178,490-76.3% | $73,488-42.5% |
| Participation rate | 41.7% | 66.2%-24.6pp | 81.9%-40.3pp | 70.7%-29.0pp |
| Annual return | 9.54% | 24.86%-15.3pp | 151.07%-141.5pp | 28.51%-19.0pp |
| Employer contribution / active EE | $966 | $2,236-56.8% | $5,011-80.7% | $2,270-57.5% |
| Participant deferral / active EE | $1,813 | $2,567-29.4% | $5,202-65.1% | $3,740-51.5% |
| Admin fee / account holder | $18 | $400-95.5% | $13,984-99.9% | $513-96.5% |