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 TRUST5 years Service code 15 · EIN 38-3416104 | Recordkeeping | $62,782 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,265 | $49,451-34.8% | $79,550-59.4% | $66,914-51.8% |
| Participation rate | 92.6% | 61.3%+31.2pp | 69.5%+23.1pp | 69.8%+22.8pp |
| Annual return | -17.46% | 84.25%-101.7pp | 0.16%-17.6pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,325 | $1,266+4.7% | $2,413-45.1% | $2,544-47.9% |
| Participant deferral / active EE | $4,883 | $3,159+54.6% | $3,985+22.5% | $4,237+15.3% |
| Admin fee / account holder | $214 | $595-64.0% | $6,832-96.9% | $593-63.9% |