See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST3 years Service code 15 · EIN 38-3416104 | Recordkeeping | $37,583 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,421 | $60,323-11.4% | $81,812-34.7% | $74,495-28.3% |
| Participation rate | 71.3% | 62.9%+8.5pp | 72.3%-1.0pp | 67.2%+4.1pp |
| Annual return | 13.56% | 16.90%-3.3pp | 773.79%-760.2pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,714 | $2,620+3.6% | $2,912-6.8% | $2,623+3.5% |
| Participant deferral / active EE | $4,567 | $3,387+34.8% | $4,319+5.7% | $4,346+5.1% |
| Admin fee / account holder | $287 | $1,486-80.7% | $7,386-96.1% | $1,942-85.2% |