See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,530 |
Service code 27 3800 AMERICAN BLVD STE 1000 · BLOOMINGTON, MN 55431 | Advisory (Plan) | $19,550 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $7,325 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,994 | $54,573-19.4% | $90,951-51.6% | $73,488-40.1% |
| Participation rate | 97.9% | 61.2%+36.7pp | 69.0%+28.9pp | 70.7%+27.2pp |
| Annual return | 17.03% | 16.69%+0.3pp | 134.60%-117.6pp | 28.51%-11.5pp |
| Employer contribution / active EE | $644 | $991-35.0% | $2,122-69.6% | $2,270-71.6% |
| Participant deferral / active EE | $5,866 | $2,517+133.1% | $3,373+73.9% | $3,740+56.9% |
| Admin fee / account holder | $383 | $521-26.5% | $5,959-93.6% | $513-25.3% |