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) | $31,190 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $13,913 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $52,195 | $86,332-39.5% | $125,175-58.3% | $65,185-19.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 20.59% | 27.43%-6.8pp | 43.79%-23.2pp | 29.38%-8.8pp |
| Employer contribution / active EE | $2,070 | $2,040+1.5% | $3,865-46.5% | $2,177-4.9% |
| Participant deferral / active EE | $6,427 | $3,537+81.7% | $4,937+30.2% | $3,514+82.9% |
| Admin fee / account holder | $222 | $609-63.6% | $9,702-97.7% | $847-73.8% |