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 38-2416104 | Recordkeeping | $83,422 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $217,245 | $99,957+117.3% | $149,696+45.1% | $73,488+195.6% |
| Participation rate | 91.5% | 75.7%+15.8pp | 82.5%+9.0pp | 70.7%+20.8pp |
| Annual return | 12.11% | 53.87%-41.8pp | 276.60%-264.5pp | 28.51%-16.4pp |
| Employer contribution / active EE | $1,513 | $3,191-52.6% | $4,644-67.4% | $2,270-33.4% |
| Participant deferral / active EE | $7,687 | $6,073+26.6% | $6,842+12.4% | $3,740+105.6% |
| Admin fee / account holder | $488 | $551-11.4% | $9,309-94.8% | $513-4.9% |