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 TRUST3 years Service code 15 · EIN 38-3416104 | Recordkeeping | $48,241 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,180 | $66,098-12.0% | $101,794-42.8% | $74,304-21.7% |
| Participation rate | 71.8% | 53.8%+18.1pp | 69.2%+2.6pp | 60.3%+11.5pp |
| Annual return | 15.08% | 19.59%-4.5pp | 30.53%-15.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $786 | $1,082-27.3% | $2,289-65.7% | $2,241-64.9% |
| Participant deferral / active EE | $1,908 | $2,781-31.4% | $4,084-53.3% | $3,767-49.3% |
| Admin fee / account holder | $302 | $4,146-92.7% | $8,777-96.6% | $2,969-89.8% |