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 TRUST6+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $208,410 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,982 | $79,519+63.5% | $95,952+35.5% | $73,409+77.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 16.06% | 19.20%-3.1pp | 91.61%-75.5pp | 59.29%-43.2pp |
| Employer contribution / active EE | $6,442 | $2,048+214.6% | $2,541+153.5% | $2,234+188.4% |
| Participant deferral / active EE | $6,082 | $4,138+47.0% | $4,167+46.0% | $3,805+59.8% |
| Admin fee / account holder | $46 | $184-75.1% | $6,795-99.3% | $158-70.9% |