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+ years Service code 26 PO BOX 806 · BRAINERD, MN 56401 | Advisory (Participants) | $3,390 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN NATIONAL CORP Service code 13 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $94 |
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5 |
Filed as: VOYA RETIREMENT & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5 |
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 | $39,870 | $56,199-29.1% | $67,652-41.1% | $59,632-33.1% |
| Participation rate | 55.8% | 71.5%-15.7pp | 75.7%-19.9pp | 68.7%-12.9pp |
| Annual return | 0.14% | 18505.31%-18505.2pp | 6625.04%-6624.9pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $1,095 | $1,614-32.2% | $2,266-51.7% | $2,203-50.3% |
| Participant deferral / active EE | $2,641 | $2,844-7.1% | $3,560-25.8% | $3,192-17.2% |
| Admin fee / account holder | $37 | $3,958-99.1% | $4,821-99.2% | $4,297-99.1% |