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 TRUST4 years Filed as: GREENLEAF ADVISORS LLC Service code 15 · EIN 47-1303673 | Recordkeeping | $36,314 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $21,351 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITHBROWN, PC Service code 15 · EIN 22-2027092 | Recordkeeping | $8,997 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,671 | $40,522-73.7% | $84,611-87.4% | $67,579-84.2% |
| Participation rate | 76.5% | 51.1%+25.4pp | 68.2%+8.3pp | 71.3%+5.2pp |
| Annual return | 19.70% | 32.72%-13.0pp | 258.74%-239.0pp | 378.56%-358.9pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,652-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $5,472 | $2,132+156.7% | $3,899+40.4% | $3,539+54.6% |
| Admin fee / account holder | $73 | $145-49.6% | $4,912-98.5% | $142-48.5% |