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 7-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 | $95,273 |
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 | $77,519 | $87,870-11.8% | $113,168-31.5% | $74,304+4.3% |
| Participation rate | 97.8% | 70.7%+27.0pp | 76.6%+21.2pp | 60.3%+37.4pp |
| Annual return | 14.91% | 26.44%-11.5pp | 24.27%-9.4pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,046 | $2,277-54.1% | $2,975-64.8% | $2,241-53.3% |
| Participant deferral / active EE | $5,474 | $4,241+29.1% | $5,107+7.2% | $3,767+45.3% |
| Admin fee / account holder | $387 | $3,368-88.5% | $12,068-96.8% | $2,969-87.0% |