See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST5 years Service code 15 · EIN 38-3416104 | Recordkeeping | $27,130 |
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 | $23,994 | $86,929-72.4% | $102,423-76.6% | $80,856-70.3% |
| Participation rate | 88.0% | 72.4%+15.7pp | 76.5%+11.6pp | 67.6%+20.4pp |
| Annual return | 18.01% | 18.88%-0.9pp | 29.32%-11.3pp | 35.59%-17.6pp |
| Employer contribution / active EE | $1,717 | $2,369-27.5% | $3,023-43.2% | $2,755-37.7% |
| Participant deferral / active EE | $3,318 | $4,118-19.4% | $5,053-34.3% | $4,296-22.8% |
| Admin fee / account holder | $258 | $8,049-96.8% | $9,451-97.3% | $6,918-96.3% |