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 TRUST6 years Service code 15 · EIN 38-3416104 | Recordkeeping | $77,920 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,084 | $54,701-28.5% | $86,188-54.7% | $71,457-45.3% |
| Participation rate | 96.2% | 60.1%+36.1pp | 69.0%+27.3pp | 67.9%+28.3pp |
| Annual return | 19.34% | 20.06%-0.7pp | 1168.45%-1149.1pp | 28.85%-9.5pp |
| Employer contribution / active EE | $1,571 | $1,265+24.2% | $2,380-34.0% | $2,588-39.3% |
| Participant deferral / active EE | $5,382 | $3,108+73.2% | $3,985+35.0% | $4,289+25.5% |
| Admin fee / account holder | $219 | $1,922-88.6% | $6,852-96.8% | $1,587-86.2% |