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 EMPLOYER SERVICES Service code 13 · EIN 45-0514557 | Contract Administrator | $5,960 |
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN NATIONAL CORP Service code 15 PO BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping | $219 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,029 | $67,606-3.8% | $82,313-21.0% | $70,131-7.3% |
| Participation rate | 57.1% | 72.8%-15.6pp | 76.9%-19.8pp | 69.5%-12.4pp |
| Annual return | 8.92% | 21.57%-12.6pp | 25.88%-17.0pp | 73.14%-64.2pp |
| Employer contribution / active EE | $1,171 | $1,755-33.3% | $2,428-51.8% | $2,342-50.0% |
| Participant deferral / active EE | $2,660 | $2,987-11.0% | $3,706-28.2% | $3,332-20.2% |
| Admin fee / account holder | $64 | $4,512-98.6% | $5,608-98.9% | $4,645-98.6% |