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 INC. Service code 49 8009 34TH AVE SOUTH, SUITE 320 · MINNEAPOLIS, MN 55425 | Other Services | $8,838 |
Filed as: KESTRA ADVISORY SERVICES Service code 99 · EIN 47-1566880 | Other Fees | $5,931 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0901543 | Other Fees | $1,976 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $26,912 | $58,655-54.1% | $91,989-70.7% | $65,185-58.7% |
| Participation rate | 47.8% | 75.3%-27.5pp | 78.6%-30.9pp | 70.2%-22.4pp |
| Annual return | 17.60% | 33.92%-16.3pp | 69.02%-51.4pp | 29.38%-11.8pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,452-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $422 | $5,474-92.3% | $5,923-92.9% | $3,514-88.0% |
| Admin fee / account holder | $279 | $434-35.9% | $7,743-96.4% | $847-67.1% |