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 9-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 Service code 15 · EIN 38-2416104 | Recordkeeping | $16,216 |
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,223 | $71,883-71.9% | $86,677-76.7% | $68,494-70.5% |
| Participation rate | 88.6% | 72.2%+16.3pp | 76.6%+12.0pp | 67.9%+20.7pp |
| Annual return | -19.74% | 3.52%-23.3pp | 35.91%-55.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,784 | $2,173-17.9% | $2,836-37.1% | $2,596-31.3% |
| Participant deferral / active EE | $3,494 | $3,779-7.5% | $4,656-24.9% | $4,027-13.2% |
| Admin fee / account holder | $195 | $6,112-96.8% | $7,493-97.4% | $5,403-96.4% |