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 | $25,849 |
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 | $45,369 | $60,349-24.8% | $74,183-38.8% | $62,891-27.9% |
| Participation rate | 81.9% | 72.7%+9.2pp | 76.6%+5.3pp | 69.3%+12.6pp |
| Annual return | 6.46% | 21.37%-14.9pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $737 | $1,680-56.1% | $2,370-68.9% | $2,281-67.7% |
| Participant deferral / active EE | $2,502 | $2,856-12.4% | $3,550-29.5% | $3,203-21.9% |
| Admin fee / account holder | $265 | $4,261-93.8% | $5,586-95.3% | $4,296-93.8% |