Filed November 29, 2017
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 TRUST9+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $91,742 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,021 | $76,050+93.3% | $96,544+52.3% | $71,457+105.7% |
| Participation rate | 94.3% | 74.4%+19.9pp | 76.0%+18.3pp | 67.9%+26.4pp |
| Annual return | 17.03% | 22.81%-5.8pp | 25.84%-8.8pp | 28.85%-11.8pp |
| Employer contribution / active EE | $2,940 | $2,244+31.0% | $2,965-0.8% | $2,588+13.6% |
| Participant deferral / active EE | $7,411 | $4,215+75.8% | $4,851+52.8% | $4,289+72.8% |
| Admin fee / account holder | $433 | $2,707-84.0% | $8,252-94.8% | $1,587-72.7% |