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 TRUST5 years Service code 15 · EIN 38-3416104 | Recordkeeping | $46,796 |
Participant contribution per participant 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 | $67,167 | $84,784-20.8% | $98,439-31.8% | $74,419-9.7% |
| Participation rate | 99.7% | 81.5%+18.2pp | 75.2%+24.6pp | 70.7%+29.0pp |
| Annual return | 16.06% | 20.59%-4.5pp | 21.16%-5.1pp | 34.38%-18.3pp |
| Employer contribution / active EE | $1,385 | $3,364-58.8% | $3,048-54.6% | $2,637-47.5% |
| Participant deferral / active EE | $1,339 | $5,218-74.3% | $4,738-71.7% | $4,528-70.4% |
| Admin fee / account holder | $94 | $204-54.1% | $8,948-99.0% | $348-73.0% |