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 | $33,276 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,735 | $49,138-33.4% | $84,015-61.0% | $65,185-49.8% |
| Participation rate | 92.5% | 60.7%+31.8pp | 69.0%+23.5pp | 70.2%+22.3pp |
| Annual return | 25.26% | 23.00%+2.3pp | 71.31%-46.0pp | 29.38%-4.1pp |
| Employer contribution / active EE | $1,047 | $914+14.6% | $1,983-47.2% | $2,177-51.9% |
| Participant deferral / active EE | $4,066 | $2,397+69.6% | $3,239+25.6% | $3,514+15.7% |
| Admin fee / account holder | $181 | $543-66.7% | $6,101-97.0% | $847-78.7% |