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 TRUST6 years Filed as: GREENLEAF ADVISORY GROUP Service code 27 · EIN 47-1303679 216 MAPLE AVENUE · RED BANK, NJ 07701 | Advisory (Plan) | $13,636 |
NATIONWIDE4 years Filed as: NATONWIDE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,574 |
INTAC ACTUARIAL SERVICES4 years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 11-3401702 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,721 | $46,292-81.2% | $143,757-93.9% | $64,808-86.5% |
| Participation rate | 76.6% | 64.2%+12.3pp | 80.3%-3.7pp | 71.5%+5.1pp |
| Annual return | -11.86% | -10.05%-1.8pp | -0.04%-11.8pp | 32.82%-44.7pp |
| Employer contribution / active EE | $1,061 | $1,910-44.4% | $4,951-78.6% | $2,506-57.7% |
| Participant deferral / active EE | $1,836 | $2,646-30.6% | $5,637-67.4% | $4,310-57.4% |
| Admin fee / account holder | $21 | $154-86.4% | $14,673-99.9% | $188-88.9% |