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 |
|---|---|---|
GREENLEAF TRUST5+ years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $42,548 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,837 | $65,376+19.1% | $87,100-10.6% | $65,185+19.4% |
| Participation rate | 98.6% | 75.3%+23.3pp | 76.9%+21.8pp | 70.2%+28.4pp |
| Annual return | 22.48% | 31.27%-8.8pp | 28.19%-5.7pp | 29.38%-6.9pp |
| Employer contribution / active EE | $2,876 | $1,822+57.8% | $2,521+14.0% | $2,177+32.1% |
| Participant deferral / active EE | $6,010 | $3,388+77.4% | $4,049+48.4% | $3,514+71.0% |
| Admin fee / account holder | $169 | $520-67.4% | $7,497-97.7% | $847-80.0% |