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 TRUST4 years Service code 15 · EIN 38-3416104 | Recordkeeping | $46,737 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,587 | $72,607+50.9% | $90,749+20.8% | $66,914+63.8% |
| Participation rate | 98.2% | 73.7%+24.6pp | 75.7%+22.6pp | 69.8%+28.4pp |
| Annual return | -17.60% | -12.28%-5.3pp | -12.16%-5.4pp | 1.58%-19.2pp |
| Employer contribution / active EE | $4,040 | $2,369+70.6% | $2,921+38.3% | $2,544+58.8% |
| Participant deferral / active EE | $8,625 | $3,977+116.9% | $4,564+89.0% | $4,237+103.6% |
| Admin fee / account holder | $387 | $707-45.2% | $8,445-95.4% | $593-34.7% |