See peer percentile detail with Solo.
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 TRUST3 years Service code 15 · EIN 38-3416104 | Recordkeeping | $34,381 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,628 | $60,323-47.6% | $81,812-61.3% | $74,495-57.5% |
| Participation rate | 91.3% | 62.9%+28.5pp | 72.3%+19.0pp | 67.2%+24.1pp |
| Annual return | 11.33% | 16.90%-5.6pp | 773.79%-762.5pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,060 | $2,620-59.6% | $2,912-63.6% | $2,623-59.6% |
| Participant deferral / active EE | $2,243 | $3,387-33.8% | $4,319-48.1% | $4,346-48.4% |
| Admin fee / account holder | $189 | $1,486-87.3% | $7,386-97.4% | $1,942-90.3% |