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 TRUST2+ years Filed as: GREENLEAF ADVISORS LLC Service code 49 · EIN 47-1303679 216 MAPLE AVENUE · RED BANK, NJ 07701 | Other Services | $15,748 |
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,139 |
INTAC ACTUARIAL SERVICES2+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 17 · EIN 11-3401702 545 ROUTE 17 SOUT · RIDGEWOOD, NJ 07450 | Pension Consulting | $4,392 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,592 | $55,453-57.5% | $170,442-86.2% | $62,292-62.1% |
| Participation rate | 98.0% | 66.4%+31.6pp | 83.6%+14.4pp | 69.5%+28.5pp |
| Annual return | 8.90% | 21.38%-12.5pp | 205.93%-197.0pp | 28.90%-20.0pp |
| Employer contribution / active EE | $2,626 | $2,164+21.4% | $5,433-51.7% | $2,042+28.6% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |