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 |
|---|---|---|
Filed as: GREENSPRING ADVISORS LLC Service code 16 · EIN 82-5320133 | Consulting | $18,025 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,503 |
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 | $49,557 | $89,652-44.7% | $141,162-64.9% | $65,185-24.0% |
| Participation rate | 76.8% | 74.7%+2.1pp | 82.5%-5.6pp | 70.2%+6.6pp |
| Annual return | 20.73% | 32.79%-12.1pp | 71.39%-50.7pp | 29.38%-8.7pp |
| Employer contribution / active EE | $1,285 | $3,065-58.1% | $4,735-72.9% | $2,177-41.0% |
| Participant deferral / active EE | $4,989 | $5,691-12.3% | $6,709-25.6% | $3,514+42.0% |
| Admin fee / account holder | $228 | $569-59.8% | $10,261-97.8% | $847-73.0% |