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 TRUST3+ years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 47-1303679 216 MAPLE AVENUE · RED BANK, NJ 07701 | Advisory (Plan) | $16,685 |
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,812 |
INTAC ACTUARIAL SERVICES3+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 16 · EIN 11-3401702 545 ROUTE 17 SOUTH · RIDGEWOOD, NJ 07450 | Consulting | $4,398 |
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 | $21,446 | $47,977-55.3% | $154,107-86.1% | $56,287-61.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 5.40% | 3.54%+1.9pp | 735.12%-729.7pp | -9.96%+15.4pp |
| Employer contribution / active EE | $2,421 | $2,169+11.6% | $5,298-54.3% | $2,111+14.7% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |