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 ADVISORS LLC Service code 15 · EIN 47-1303673 | Recordkeeping | $39,810 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,998 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUMSMITHBROWN, PC Service code 15 · EIN 22-2027092 | Recordkeeping | $9,681 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $13,318 | $39,948-66.7% | $89,391-85.1% | $73,409-81.9% |
| Participation rate | 73.9% | 50.4%+23.5pp | 68.0%+5.9pp | 72.2%+1.7pp |
| Annual return | 19.72% | 50.12%-30.4pp | 245.62%-225.9pp | 59.29%-39.6pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,586-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,945 | $2,193+171.1% | $3,890+52.8% | $3,805+56.2% |
| Admin fee / account holder | $82 | $134-38.9% | $4,881-98.3% | $158-48.1% |