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 TRUST1 year Service code 15 · EIN 38-3416104 | Recordkeeping | $21,663 |
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 | $112,538 | $66,310+69.7% | $93,606+20.2% | $65,185+72.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 26.67% | 42.58%-15.9pp | 32.76%-6.1pp | 29.38%-2.7pp |
| Employer contribution / active EE | $3,118 | $2,012+55.0% | $2,718+14.7% | $2,177+43.2% |
| Participant deferral / active EE | $6,900 | $3,342+106.5% | $4,069+69.6% | $3,514+96.4% |
| Admin fee / account holder | $179 | $6,897-97.4% | $7,888-97.7% | $847-78.9% |