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 TRUST8 years Service code 15 · EIN 38-3416104 | Recordkeeping | $48,600 |
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 | $72,863 | $66,098+10.2% | $101,794-28.4% | $74,304-1.9% |
| Participation rate | 96.3% | 53.8%+42.5pp | 69.2%+27.1pp | 60.3%+35.9pp |
| Annual return | 18.60% | 19.59%-1.0pp | 30.53%-11.9pp | 29.43%-10.8pp |
| Employer contribution / active EE | $1,940 | $1,082+79.4% | $2,289-15.2% | $2,241-13.4% |
| Participant deferral / active EE | $5,673 | $2,781+104.0% | $4,084+38.9% | $3,767+50.6% |
| Admin fee / account holder | $314 | $4,146-92.4% | $8,777-96.4% | $2,969-89.4% |