See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST5 years Service code 15 · EIN 38-3416104 | Recordkeeping | $31,485 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,017 | $49,451+3.2% | $79,550-35.9% | $66,914-23.8% |
| Participation rate | 96.5% | 61.3%+35.2pp | 69.5%+27.0pp | 69.8%+26.7pp |
| Annual return | -16.14% | 84.25%-100.4pp | 0.16%-16.3pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,868 | $1,266+47.6% | $2,413-22.6% | $2,544-26.6% |
| Participant deferral / active EE | $5,592 | $3,159+77.1% | $3,985+40.3% | $4,237+32.0% |
| Admin fee / account holder | $261 | $595-56.0% | $6,832-96.2% | $593-55.9% |