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 TRUST7 years Service code 15 · EIN 38-3416104 | Recordkeeping | $30,143 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,883 | $94,625+73.2% | $116,228+41.0% | $84,808+93.2% |
| Participation rate | 98.9% | 70.4%+28.5pp | 74.6%+24.4pp | 68.3%+30.6pp |
| Annual return | 16.07% | 20.40%-4.3pp | 90.06%-74.0pp | 40.90%-24.8pp |
| Employer contribution / active EE | $4,252 | $2,347+81.2% | $2,994+42.0% | $2,631+61.6% |
| Participant deferral / active EE | $9,284 | $3,972+133.7% | $4,953+87.4% | $4,212+120.4% |
| Admin fee / account holder | $253 | $10,091-97.5% | $11,989-97.9% | $7,344-96.6% |