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 TRUST11+ years Service code 15 · EIN 38-2416104 | Recordkeeping | $96,178 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,446 | $100,923+154.1% | $150,045+70.9% | $74,304+245.1% |
| Participation rate | 92.5% | 70.1%+22.4pp | 82.3%+10.1pp | 60.3%+32.1pp |
| Annual return | 12.89% | 51.77%-38.9pp | 62.55%-49.7pp | 29.43%-16.5pp |
| Employer contribution / active EE | $2,029 | $3,463-41.4% | $4,693-56.8% | $2,241-9.5% |
| Participant deferral / active EE | $11,959 | $6,709+78.2% | $7,997+49.5% | $3,767+217.4% |
| Admin fee / account holder | $629 | $2,767-77.3% | $13,435-95.3% | $2,969-78.8% |