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 Service code 15 · EIN 38-3416104 | Recordkeeping | $62,739 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,952 | $91,407+150.5% | $135,903+68.5% | $71,457+220.4% |
| Participation rate | 99.4% | 75.7%+23.8pp | 81.9%+17.5pp | 67.9%+31.5pp |
| Annual return | 18.41% | 29.90%-11.5pp | 68.23%-49.8pp | 28.85%-10.4pp |
| Employer contribution / active EE | $17,442 | $3,703+371.0% | $4,856+259.2% | $2,588+574.1% |
| Participant deferral / active EE | $14,684 | $7,092+107.1% | $7,758+89.3% | $4,289+242.4% |
| Admin fee / account holder | $311 | $1,266-75.5% | $10,762-97.1% | $1,587-80.4% |