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 | $62,826 |
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 | $193,960 | $77,899+149.0% | $149,673+29.6% | $75,163+158.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.61% | 31.72%-12.1pp | 134.42%-114.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $9,858 | $3,137+214.2% | $4,818+104.6% | $2,670+269.2% |
| Participant deferral / active EE | $5,884 | $3,411+72.5% | $5,680+3.6% | $4,125+42.7% |
| Admin fee / account holder | $491 | $5,956-91.8% | $13,210-96.3% | $5,651-91.3% |