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 TRUST7 years Service code 15 · EIN 38-3416104 | Recordkeeping | $46,646 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,223 | $59,417+13.1% | $93,606-28.2% | $74,495-9.8% |
| Participation rate | 94.9% | 59.7%+35.3pp | 68.7%+26.2pp | 67.2%+27.7pp |
| Annual return | 11.06% | 81.83%-70.8pp | 133.20%-122.1pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $2,008 | $1,264+58.9% | $2,420-17.0% | $2,623-23.4% |
| Participant deferral / active EE | $5,986 | $3,050+96.3% | $4,411+35.7% | $4,346+37.7% |
| Admin fee / account holder | $336 | $3,021-88.9% | $8,285-95.9% | $1,942-82.7% |