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 TRUST6+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $62,689 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,788 | $79,519-46.2% | $95,952-55.4% | $73,409-41.7% |
| Participation rate | 95.6% | 81.2%+14.4pp | 77.1%+18.5pp | 72.2%+23.4pp |
| Annual return | 14.47% | 19.20%-4.7pp | 91.61%-77.1pp | 59.29%-44.8pp |
| Employer contribution / active EE | $1,619 | $2,048-20.9% | $2,541-36.3% | $2,234-27.5% |
| Participant deferral / active EE | $3,988 | $4,138-3.6% | $4,167-4.3% | $3,805+4.8% |
| Admin fee / account holder | $100 | $184-45.6% | $6,795-98.5% | $158-36.4% |