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 | $13,477 |
Filed as: GREENSPRING Service code 16 · EIN 20-1611389 | Consulting | $10,432 |
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 | $57,991 | $80,753-28.2% | $136,294-57.5% | $62,292-6.9% |
| Participation rate | 93.9% | 73.5%+20.3pp | 81.9%+11.9pp | 69.5%+24.3pp |
| Annual return | 20.82% | 35.83%-15.0pp | 5155.94%-5135.1pp | 28.90%-8.1pp |
| Employer contribution / active EE | $2,110 | $2,884-26.8% | $4,695-55.1% | $2,042+3.3% |
| Participant deferral / active EE | $5,994 | $5,164+16.1% | $6,247-4.1% | $3,169+89.1% |
| Admin fee / account holder | $240 | $525-54.4% | $9,243-97.4% | $479-50.0% |