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 ADVISORY GROUP Service code 27 · EIN 47-1303679 216 MAPLE AVENUE · RED BANK, NJ 07701 | Advisory (Plan) | $9,003 |
NATIONWIDE2 years Filed as: NATIOWNIDE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,374 |
INTAC ACTUARIAL SERVICES2 years Filed as: INTAC, INC. Service code 16 · EIN 11-3401702 545 ROUTE 17 SOUTH · RIDGEWOOD, NJ 07450 | Consulting | $2,373 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,362 | $37,196-80.2% | $154,107-95.2% | $55,725-86.8% |
| Participation rate | 83.7% | 64.1%+19.6pp | 83.0%+0.6pp | 70.9%+12.8pp |
| Annual return | 11.39% | 1319.68%-1308.3pp | 735.12%-723.7pp | 244.93%-233.5pp |
| Employer contribution / active EE | $1,020 | $1,614-36.8% | $5,298-80.7% | $2,078-50.9% |
| Participant deferral / active EE | $1,876 | $2,068-9.3% | $5,081-63.1% | $3,356-44.1% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |