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 Service code 15 · EIN 45-0514557 8009 34TH AVENUE SOUTH, SUITE 320 · BLOOMINGTON, MN 55425 | Recordkeeping | $2,282 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Plan) | $1,824 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $28,256 | $50,385-43.9% | $75,670-62.7% | $62,292-54.6% |
| Participation rate | 41.9% | 67.7%-25.8pp | 72.3%-30.4pp | 69.5%-27.6pp |
| Annual return | 13.28% | 19.90%-6.6pp | 27.34%-14.1pp | 28.90%-15.6pp |
| Employer contribution / active EE | $299 | $1,537-80.5% | $2,352-87.3% | $2,042-85.3% |
| Participant deferral / active EE | $1,154 | $2,445-52.8% | $3,142-63.3% | $3,169-63.6% |
| Admin fee / account holder | $49 | $384-87.3% | $5,800-99.2% | $479-89.8% |