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 TRUST2 years Service code 15 · EIN 38-3416104 | Recordkeeping | $42,274 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,761 | $59,417-6.2% | $93,606-40.4% | $74,495-25.1% |
| Participation rate | 72.0% | 59.7%+12.3pp | 68.7%+3.3pp | 67.2%+4.8pp |
| Annual return | 15.45% | 81.83%-66.4pp | 133.20%-117.7pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,028 | $3,050-33.5% | $4,411-54.0% | $4,346-53.3% |
| Admin fee / account holder | $290 | $3,021-90.4% | $8,285-96.5% | $1,942-85.1% |