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 15 · EIN 04-1590850 | Recordkeeping | $105,013 |
GREENLEAF TRUST1+ years Filed as: GREENLEAF ADVISORS, LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $60,219 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,658 | $34,220-68.9% | $73,843-85.6% | $59,188-82.0% |
| Participation rate | 59.2% | 59.1%+0.1pp | 73.4%-14.2pp | 69.4%-10.2pp |
| Annual return | 2.26% | 3.36%-1.1pp | 2267.84%-2265.6pp | 5.51%-3.2pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $2,787-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,000 | $2,035-50.9% | $3,583-72.1% | $3,265-69.4% |
| Admin fee / account holder | $40 | $64-37.7% | $4,880-99.2% | $92-56.7% |