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 TRUST6+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $62,924 |
BRINK, KEY CHLUDZINSKI, P.C.4 years Service code 10 · EIN 38-3061223 | Accounting | $11,900 |
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 | $249,777 | $58,879+324.2% | $178,490+39.9% | $73,488+239.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 16.00% | 24.86%-8.9pp | 151.07%-135.1pp | 28.51%-12.5pp |
| Employer contribution / active EE | $10,085 | $2,236+351.0% | $5,011+101.3% | $2,270+344.2% |
| Participant deferral / active EE | $7,950 | $2,567+209.7% | $5,202+52.8% | $3,740+112.6% |
| Admin fee / account holder | $295 | $400-26.4% | $13,984-97.9% | $513-42.6% |