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 TRUST3+ years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $60,134 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $24,358 |
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 | $56,657 | $69,305-18.2% | $82,313-31.2% | $69,631-18.6% |
| Participation rate | 98.6% | 80.3%+18.4pp | 76.9%+21.7pp | 70.7%+27.9pp |
| Annual return | 27.67% | 21.47%+6.2pp | 25.88%+1.8pp | 27571.02%-27543.4pp |
| Employer contribution / active EE | $3,158 | $1,887+67.4% | $2,428+30.0% | $2,032+55.4% |
| Participant deferral / active EE | $4,905 | $3,568+37.5% | $3,706+32.4% | $3,224+52.2% |
| Admin fee / account holder | $229 | $97+135.3% | $5,608-95.9% | $110+107.1% |