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 TRUST2 years Service code 15 · EIN 38-3416104 | Recordkeeping | $27,836 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,267 | $84,487+127.6% | $125,339+53.4% | $66,914+187.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -17.21% | -8.39%-8.8pp | 572.05%-589.3pp | 1.58%-18.8pp |
| Employer contribution / active EE | $17,175 | $3,553+383.4% | $4,814+256.8% | $2,544+575.1% |
| Participant deferral / active EE | $13,466 | $6,781+98.6% | $7,446+80.8% | $4,237+217.8% |
| Admin fee / account holder | $152 | $685-77.8% | $10,010-98.5% | $593-74.4% |