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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST2 years Service code 15 · EIN 38-3416104 | Recordkeeping | $28,573 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,747 | $58,264-57.5% | $86,612-71.4% | $71,457-65.4% |
| Participation rate | 91.5% | 65.0%+26.5pp | 71.7%+19.8pp | 67.9%+23.6pp |
| Annual return | 20.85% | 21.63%-0.8pp | 591.07%-570.2pp | 28.85%-8.0pp |
| Employer contribution / active EE | $872 | $2,574-66.1% | $3,022-71.1% | $2,588-66.3% |
| Participant deferral / active EE | $1,832 | $3,436-46.7% | $4,438-58.7% | $4,289-57.3% |
| Admin fee / account holder | $140 | $1,057-86.7% | $5,614-97.5% | $1,587-91.2% |