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) | $33,926 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $14,514 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,515 | $81,474-28.2% | $133,956-56.3% | $73,488-20.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 11.04% | 19.40%-8.4pp | 45.09%-34.1pp | 28.51%-17.5pp |
| Employer contribution / active EE | $2,428 | $2,209+9.9% | $3,919-38.0% | $2,270+7.0% |
| Participant deferral / active EE | $7,143 | $3,786+88.7% | $5,048+41.5% | $3,740+91.0% |
| Admin fee / account holder | $279 | $713-60.8% | $8,927-96.9% | $513-45.6% |