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 |
|---|---|---|
Service code 13 | Contract Administrator | $4,786 |
GOLDLEAF PARTNERS2 years Service code 13 · EIN 45-0514557 | Contract Administrator | $1,875 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $836 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,223 | $38,365-29.0% | $84,611-67.8% | $65,185-58.2% |
| Participation rate | 33.1% | 55.7%-22.6pp | 68.2%-35.2pp | 70.2%-37.1pp |
| Annual return | 21.34% | 32.00%-10.7pp | 258.74%-237.4pp | 29.38%-8.0pp |
| Employer contribution / active EE | $145 | $1,258-88.5% | $2,652-94.5% | $2,177-93.3% |
| Participant deferral / active EE | $1,021 | $2,278-55.2% | $3,899-73.8% | $3,514-70.9% |
| Admin fee / account holder | $53 | $451-88.2% | $4,912-98.9% | $847-93.7% |