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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 8-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 |
|---|---|---|
GOLDLEAF PARTNERS2 years Service code 15 · EIN 45-0514557 | Recordkeeping | $188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,351 | $29,369-75.0% | $77,482-90.5% | $73,409-90.0% |
| Participation rate | 25.5% | 37.9%-12.4pp | 54.2%-28.7pp | 72.2%-46.7pp |
| Annual return | 23.49% | 358.15%-334.7pp | 54.79%-31.3pp | 59.29%-35.8pp |
| Employer contribution / active EE | $333 | $406-18.0% | $986-66.3% | $2,234-85.1% |
| Participant deferral / active EE | $566 | $941-39.8% | $1,861-69.6% | $3,805-85.1% |
| Admin fee / account holder | $7 | $123-94.4% | $2,858-99.8% | $158-95.7% |