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 TRUST9+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $99,831 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,552 | $99,078-59.1% | $96,544-58.0% | $74,419-45.5% |
| Participation rate | 96.6% | 80.7%+15.9pp | 76.0%+20.6pp | 70.7%+25.9pp |
| Annual return | 18.33% | 22.48%-4.2pp | 25.84%-7.5pp | 34.38%-16.0pp |
| Employer contribution / active EE | $1,717 | $2,570-33.2% | $2,965-42.1% | $2,637-34.9% |
| Participant deferral / active EE | $4,738 | $4,933-4.0% | $4,851-2.3% | $4,528+4.6% |
| Admin fee / account holder | $116 | $225-48.3% | $8,252-98.6% | $348-66.6% |