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 TRUST1 year Filed as: GREENLEAF ADVISORS LLC Service code 27 286 BROAD STREET · RED BANK, NJ 07701 | Advisory (Plan) | $44,000 |
Service code 99 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Other Fees | $6,570 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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 | $62,520 | $75,388-17.1% | $123,544-49.4% | $55,725+12.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -4.36% | 4.48%-8.8pp | 119.20%-123.6pp | 244.93%-249.3pp |
| Employer contribution / active EE | $8,944 | $3,063+192.0% | $4,628+93.3% | $2,078+330.4% |
| Participant deferral / active EE | $9,371 | $5,651+65.8% | $6,426+45.8% | $3,356+179.3% |
| Admin fee / account holder | $122 | $120+1.6% | $9,284-98.7% | $115+5.7% |