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 TRUST9 years Service code 15 · EIN 38-3416104 | Recordkeeping | $82,319 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,173 | $49,915+377.2% | $154,803+53.9% | $74,304+220.5% |
| Participation rate | 87.4% | 54.0%+33.4pp | 78.1%+9.3pp | 60.3%+27.0pp |
| Annual return | 16.29% | 34.06%-17.8pp | 58.88%-42.6pp | 29.43%-13.1pp |
| Employer contribution / active EE | $8,469 | $1,611+425.6% | $4,305+96.7% | $2,241+277.9% |
| Participant deferral / active EE | $5,478 | $2,255+143.0% | $5,540-1.1% | $3,767+45.4% |
| Admin fee / account holder | $624 | $2,189-71.5% | $14,329-95.6% | $2,969-79.0% |