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 6-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 TRUST5 years Service code 37 · EIN 38-3416104 | Loan Processing | $36,305 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,305 | $95,803-32.9% | $113,168-43.2% | $84,808-24.2% |
| Participation rate | 80.6% | 72.9%+7.8pp | 76.6%+4.1pp | 68.3%+12.3pp |
| Annual return | 14.37% | 25.00%-10.6pp | 24.27%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $4 | $2,360-99.8% | $2,975-99.9% | $2,631-99.9% |
| Participant deferral / active EE | $2,425 | $4,242-42.8% | $5,107-52.5% | $4,212-42.4% |
| Admin fee / account holder | $417 | $8,989-95.4% | $12,068-96.5% | $7,344-94.3% |