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 TRUST1 year Service code 15 · EIN 38-3416104 | Recordkeeping | $57,467 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,069 | $104,475+154.7% | $159,436+66.9% | $79,386+235.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 16.43% | 67.95%-51.5pp | 263.57%-247.1pp | 116.85%-100.4pp |
| Employer contribution / active EE | $23,644 | $3,417+592.0% | $4,829+389.6% | $2,427+874.0% |
| Participant deferral / active EE | $12,733 | $6,467+96.9% | $7,352+73.2% | $4,046+214.7% |
| Admin fee / account holder | $388 | $711-45.4% | $10,799-96.4% | $626-38.0% |