Filed March 19, 2018
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 TRUST5+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $47,020 |
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 | $35,215 | $73,404-52.0% | $87,100-59.6% | $67,579-47.9% |
| Participation rate | 93.5% | 80.9%+12.6pp | 76.9%+16.6pp | 71.3%+22.2pp |
| Annual return | 24.92% | 48.29%-23.4pp | 28.19%-3.3pp | 378.56%-353.6pp |
| Employer contribution / active EE | $1,145 | $2,014-43.2% | $2,521-54.6% | $2,148-46.7% |
| Participant deferral / active EE | $2,992 | $3,913-23.5% | $4,049-26.1% | $3,539-15.5% |
| Admin fee / account holder | $70 | $142-50.3% | $7,497-99.1% | $142-50.5% |