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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,691 |
GREENLEAF TRUST1 year Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $5,491 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,105 | $73,102-27.4% | $123,544-57.0% | $56,287-5.7% |
| Participation rate | 56.1% | 74.3%-18.2pp | 82.3%-26.2pp | 69.9%-13.8pp |
| Annual return | -5.80% | 3.01%-8.8pp | 119.20%-125.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $981 | $2,977-67.0% | $4,628-78.8% | $2,111-53.5% |
| Participant deferral / active EE | $4,526 | $5,423-16.5% | $6,426-29.6% | $3,350+35.1% |
| Admin fee / account holder | $271 | $554-51.1% | $9,284-97.1% | $521-48.1% |