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 | $4,935 |
Service code 12 · EIN 38-1747660 | Recordkeeping and information managem... | $991 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,194 | $51,197-54.7% | $82,719-72.0% | $66,914-65.3% |
| Participation rate | 84.4% | 67.8%+16.6pp | 72.6%+11.9pp | 69.8%+14.6pp |
| Annual return | -11.96% | -9.64%-2.3pp | 701.18%-713.1pp | 1.58%-13.5pp |
| Employer contribution / active EE | $804 | $2,611-69.2% | $3,009-73.3% | $2,544-68.4% |
| Participant deferral / active EE | $1,575 | $3,458-54.5% | $4,395-64.2% | $4,237-62.8% |
| Admin fee / account holder | $20 | $416-95.3% | $5,329-99.6% | $593-96.7% |