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 SERVICES Service code 13 · EIN 45-0514557 | Contract Administrator | $2,415 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $870 |
Service code 15 | Recordkeeping | $2 |
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 | $29,021 | $43,133-32.7% | $89,391-67.5% | $73,488-60.5% |
| Participation rate | 38.6% | 55.0%-16.3pp | 68.0%-29.4pp | 70.7%-32.1pp |
| Annual return | 13.33% | 135.66%-122.3pp | 245.62%-232.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $187 | $1,438-87.0% | $2,586-92.8% | $2,270-91.8% |
| Participant deferral / active EE | $1,449 | $2,445-40.7% | $3,890-62.8% | $3,740-61.3% |
| Admin fee / account holder | $59 | $444-86.8% | $4,881-98.8% | $513-88.6% |