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 |
|---|---|---|
GREENSPRING ADVISORS, LLC2 years Filed as: GREENSPRING ADVISORS LLC Service code 16 · EIN 82-5320133 | Consulting | $18,746 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,089 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,630 | $99,957-45.3% | $149,696-63.5% | $73,488-25.7% |
| Participation rate | 74.1% | 75.7%-1.6pp | 82.5%-8.4pp | 70.7%+3.4pp |
| Annual return | 12.27% | 53.87%-41.6pp | 276.60%-264.3pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,786 | $3,191-44.0% | $4,644-61.6% | $2,270-21.3% |
| Participant deferral / active EE | $3,351 | $6,073-44.8% | $6,842-51.0% | $3,740-10.4% |
| Admin fee / account holder | $249 | $551-54.8% | $9,309-97.3% | $513-51.5% |