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 TRUST5 years Service code 15 · EIN 38-3416104 | Recordkeeping | $45,380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,151 | $73,638-18.3% | $95,952-37.3% | $73,488-18.1% |
| Participation rate | 69.4% | 76.2%-6.7pp | 77.1%-7.7pp | 70.7%-1.3pp |
| Annual return | 13.68% | 16.78%-3.1pp | 91.61%-77.9pp | 28.51%-14.8pp |
| Employer contribution / active EE | $617 | $1,863-66.9% | $2,541-75.7% | $2,270-72.8% |
| Participant deferral / active EE | $2,143 | $3,617-40.7% | $4,167-48.6% | $3,740-42.7% |
| Admin fee / account holder | $413 | $482-14.4% | $6,795-93.9% | $513-19.6% |