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 TRUST3+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,664 | $64,909+164.5% | $82,313+108.6% | $62,292+175.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.79% | 21.18%-4.4pp | 25.88%-9.1pp | 28.90%-12.1pp |
| Employer contribution / active EE | $5,401 | $1,676+222.3% | $2,428+122.4% | $2,042+164.5% |
| Participant deferral / active EE | $4,219 | $3,103+36.0% | $3,706+13.8% | $3,169+33.1% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |