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 TRUST11+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $92,259 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,870 | $98,727+26.5% | $113,168+10.3% | $85,563+45.9% |
| Participation rate | 98.9% | 80.8%+18.1pp | 76.6%+22.4pp | 66.0%+33.0pp |
| Annual return | 13.32% | 17.43%-4.1pp | 24.27%-11.0pp | 31.51%-18.2pp |
| Employer contribution / active EE | $5,662 | $2,907+94.8% | $2,975+90.3% | $2,654+113.4% |
| Participant deferral / active EE | $4,036 | $5,424-25.6% | $5,107-21.0% | $4,375-7.8% |
| Admin fee / account holder | $243 | $357-31.9% | $12,068-98.0% | $834-70.9% |