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 Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $26,082 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,349 |
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.)
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 | $79,036 | $99,957-20.9% | $149,696-47.2% | $73,488+7.5% |
| Participation rate | 66.4% | 75.7%-9.3pp | 82.5%-16.1pp | 70.7%-4.3pp |
| Annual return | 17.55% | 53.87%-36.3pp | 276.60%-259.1pp | 28.51%-11.0pp |
| Employer contribution / active EE | $1,300 | $3,191-59.3% | $4,644-72.0% | $2,270-42.7% |
| Participant deferral / active EE | $5,627 | $6,073-7.3% | $6,842-17.8% | $3,740+50.5% |
| Admin fee / account holder | $334 | $551-39.3% | $9,309-96.4% | $513-34.8% |