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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 TRUST7 years Service code 15 · EIN 38-3416104 | Recordkeeping | $73,528 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,361 | $104,919-13.9% | $116,228-22.3% | $85,563+5.6% |
| Participation rate | 99.5% | 78.6%+20.9pp | 74.6%+25.0pp | 66.0%+33.6pp |
| Annual return | 15.86% | 15.38%+0.5pp | 90.06%-74.2pp | 31.51%-15.6pp |
| Employer contribution / active EE | $5,738 | $3,485+64.6% | $2,994+91.6% | $2,654+116.3% |
| Participant deferral / active EE | $3,323 | $5,306-37.4% | $4,953-32.9% | $4,375-24.1% |
| Admin fee / account holder | $147 | $429-65.7% | $11,989-98.8% | $834-82.4% |