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 TRUST6 years Service code 15 · EIN 38-3416104 | Recordkeeping | $47,835 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,107 | $92,055-3.2% | $106,213-16.1% | $77,643+14.8% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 13.53% | 17.91%-4.4pp | 116.14%-102.6pp | 31.24%-17.7pp |
| Employer contribution / active EE | $7,025 | $3,367+108.7% | $3,171+121.5% | $2,726+157.7% |
| Participant deferral / active EE | $3,497 | $5,386-35.1% | $5,016-30.3% | $4,647-24.7% |
| Admin fee / account holder | $109 | $219-50.4% | $11,033-99.0% | $430-74.7% |