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 64 · EIN 35-0472300 | Recordkeeping Fees | $24,579 |
GOLDLEAF PARTNERS1 year Service code 13 · EIN 45-0514557 | Contract Administrator | $7,351 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,910 | $77,813-78.3% | $123,544-86.3% | $64,186-73.7% |
| Participation rate | 77.5% | 74.7%+2.8pp | 82.3%-4.8pp | 69.6%+7.9pp |
| Annual return | -6.22% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,550 | $3,014-48.6% | $4,628-66.5% | $2,381-34.9% |
| Participant deferral / active EE | $2,222 | $5,240-57.6% | $6,426-65.4% | $3,470-36.0% |
| Admin fee / account holder | $339 | $5,519-93.8% | $9,284-96.3% | $4,888-93.1% |