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 TRUST5 years Filed as: GREENLEAF ADVISORY GROUP Service code 27 · EIN 47-1303679 216 MAPLE AVENUE · RED BANK, NJ 07701 | Advisory (Plan) | $13,062 |
NATIONWIDE3 years Filed as: NATONWIDE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,982 |
INTAC ACTUARIAL SERVICES3 years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 11-3401702 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $3,885 |
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 | $10,973 | $61,156-82.1% | $185,823-94.1% | $79,386-86.2% |
| Participation rate | 72.0% | 66.6%+5.4pp | 81.7%-9.7pp | 70.7%+1.3pp |
| Annual return | 22.01% | 19.45%+2.6pp | 122.05%-100.0pp | 116.85%-94.8pp |
| Employer contribution / active EE | $866 | $2,321-62.7% | $5,167-83.2% | $2,427-64.3% |
| Participant deferral / active EE | $1,854 | $2,789-33.5% | $5,568-66.7% | $4,046-54.2% |
| Admin fee / account holder | $29 | $710-95.9% | $16,237-99.8% | $626-95.3% |