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 TRUST6+ years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $47,541 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,129 | $73,638+12.9% | $95,952-13.4% | $73,488+13.1% |
| Participation rate | 96.7% | 76.2%+20.6pp | 77.1%+19.6pp | 70.7%+26.0pp |
| Annual return | 12.67% | 16.78%-4.1pp | 91.61%-78.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | $2,948 | $1,863+58.2% | $2,541+16.0% | $2,270+29.8% |
| Participant deferral / active EE | $6,248 | $3,617+72.7% | $4,167+49.9% | $3,740+67.1% |
| Admin fee / account holder | $176 | $482-63.5% | $6,795-97.4% | $513-65.7% |