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 TRUST2 years Service code 15 · EIN 38-3416104 | Recordkeeping | $31,674 |
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 | $51,510 | $49,138+4.8% | $84,015-38.7% | $65,185-21.0% |
| Participation rate | 93.5% | 60.7%+32.7pp | 69.0%+24.4pp | 70.2%+23.3pp |
| Annual return | 20.86% | 23.00%-2.1pp | 71.31%-50.4pp | 29.38%-8.5pp |
| Employer contribution / active EE | $1,237 | $914+35.4% | $1,983-37.6% | $2,177-43.2% |
| Participant deferral / active EE | $3,354 | $2,397+39.9% | $3,239+3.6% | $3,514-4.6% |
| Admin fee / account holder | $255 | $543-53.0% | $6,101-95.8% | $847-69.8% |