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 TRUST3 years Service code 15 · EIN 38-3416104 | Recordkeeping | $36,586 |
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 | $41,097 | $54,573-24.7% | $90,951-54.8% | $73,488-44.1% |
| Participation rate | 94.9% | 61.2%+33.7pp | 69.0%+25.9pp | 70.7%+24.2pp |
| Annual return | 19.80% | 16.69%+3.1pp | 134.60%-114.8pp | 28.51%-8.7pp |
| Employer contribution / active EE | $1,289 | $991+30.0% | $2,122-39.3% | $2,270-43.2% |
| Participant deferral / active EE | $4,487 | $2,517+78.3% | $3,373+33.0% | $3,740+20.0% |
| Admin fee / account holder | $202 | $521-61.3% | $5,959-96.6% | $513-60.7% |