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 | $103,024+21.2% | $112,040+11.5% | $79,634+56.8% |
| Participation rate | 98.9% | 80.6%+18.4pp | 76.5%+22.5pp | 62.5%+36.5pp |
| Annual return | 13.32% | 17.60%-4.3pp | 24.52%-11.2pp | 36.46%-23.1pp |
| Employer contribution / active EE | $5,662 | $3,015+87.8% | $2,954+91.7% | $2,529+123.9% |
| Participant deferral / active EE | $4,036 | $5,233-22.9% | $5,098-20.8% | $3,835+5.3% |
| Admin fee / account holder | $243 | $465-47.8% | $12,098-98.0% | $1,002-75.8% |