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 TRUST1 year Filed as: GREENLEAF ADVISORS Service code 26 · EIN 47-1303673 | Advisory (Participants) | $7,389 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $90 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,741 | $80,753-39.6% | $136,294-64.2% | $62,292-21.8% |
| Participation rate | 43.5% | 73.5%-30.1pp | 81.9%-38.4pp | 69.5%-26.0pp |
| Annual return | 19.41% | 35.83%-16.4pp | 5155.94%-5136.5pp | 28.90%-9.5pp |
| Employer contribution / active EE | $559 | $2,884-80.6% | $4,695-88.1% | $2,042-72.6% |
| Participant deferral / active EE | $2,455 | $5,164-52.5% | $6,247-60.7% | $3,169-22.5% |
| Admin fee / account holder | $392 | $525-25.4% | $9,243-95.8% | $479-18.3% |