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 |
|---|---|---|
EDWARD JONES1 year Service code 17 12900 STROH RANCH · PARKER, CO 80134 | Pension Consulting | $2,462 |
AMERICAN FUNDS1 year Service code 15 P.O. BOX 2280 · NORFOLK, VA 23501 | Recordkeeping | $558 |
GOLDLEAF PARTNERS1 year Service code 13 · EIN 45-0514557 8009 34TH AVE S · MINNEAPOLIS, MN 55425 | Contract Administrator | $291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,132 | $31,388-61.3% | $73,545-83.5% | $62,292-80.5% |
| Participation rate | 15.5% | 39.9%-24.3pp | 54.9%-39.4pp | 69.5%-54.0pp |
| Annual return | 47.25% | 25.34%+21.9pp | -15.16%+62.4pp | 28.90%+18.3pp |
| Employer contribution / active EE | $358 | $498-28.0% | $1,219-70.6% | $2,042-82.5% |
| Participant deferral / active EE | $929 | $1,028-9.7% | $1,806-48.6% | $3,169-70.7% |
| Admin fee / account holder | $0 | $299-100.0% | $2,320-100.0% | $479-100.0% |