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 TRUST1 year Service code 15 · EIN 38-3416104 | Recordkeeping | $32,126 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,535 | $54,701-14.9% | $86,188-46.0% | $71,457-34.9% |
| Participation rate | 64.9% | 60.1%+4.8pp | 69.0%-4.0pp | 67.9%-3.0pp |
| Annual return | 15.72% | 20.06%-4.3pp | 1168.45%-1152.7pp | 28.85%-13.1pp |
| Employer contribution / active EE | $834 | $1,265-34.1% | $2,380-65.0% | $2,588-67.8% |
| Participant deferral / active EE | $2,022 | $3,108-34.9% | $3,985-49.3% | $4,289-52.8% |
| Admin fee / account holder | $216 | $1,922-88.8% | $6,852-96.9% | $1,587-86.4% |