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 ADVISORS LLC Service code 15 · EIN 47-1303673 | Recordkeeping | $51,822 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,213 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUMSMITHBROWN, PC Service code 15 · EIN 22-2027092 | Recordkeeping | $10,815 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,610 | $41,647-50.5% | $96,139-78.6% | $86,799-76.3% |
| Participation rate | 75.4% | 50.2%+25.2pp | 68.4%+7.0pp | 72.3%+3.2pp |
| Annual return | 18.35% | 27.24%-8.9pp | 191.94%-173.6pp | 97.91%-79.6pp |
| Employer contribution / active EE | $0 | $1,318-100.0% | $2,797-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $6,729 | $2,412+178.9% | $4,349+54.7% | $4,131+62.9% |
| Admin fee / account holder | $155 | $169-8.7% | $5,537-97.2% | $170-8.8% |