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 8-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 Service code 99 · EIN 45-0514557 | Other Fees | $9,576 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,219 | $37,196-29.5% | $154,107-83.0% | $55,725-52.9% |
| Participation rate | 55.3% | 64.1%-8.8pp | 83.0%-27.8pp | 70.9%-15.6pp |
| Annual return | -6.69% | 1319.68%-1326.4pp | 735.12%-741.8pp | 244.93%-251.6pp |
| Employer contribution / active EE | $952 | $1,614-41.0% | $5,298-82.0% | $2,078-54.2% |
| Participant deferral / active EE | $2,828 | $2,068+36.7% | $5,081-44.3% | $3,356-15.7% |
| Admin fee / account holder | $206 | $102+102.4% | $13,411-98.5% | $115+78.5% |