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 TRUST2 years Service code 15 · EIN 38-3416104 | Recordkeeping | $11,027 |
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 | $135,035 | $70,908+90.4% | $98,907+36.5% | $73,488+83.8% |
| Participation rate | 99.1% | 73.8%+25.3pp | 76.0%+23.0pp | 70.7%+28.4pp |
| Annual return | 16.50% | 34.17%-17.7pp | 196.43%-179.9pp | 28.51%-12.0pp |
| Employer contribution / active EE | $3,416 | $2,036+67.8% | $2,689+27.1% | $2,270+50.5% |
| Participant deferral / active EE | $7,512 | $3,500+114.6% | $4,244+77.0% | $3,740+100.9% |
| Admin fee / account holder | $90 | $535-83.2% | $6,642-98.7% | $513-82.5% |