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 | $21,614 |
GREENSPRING ADVISORS, LLC4 years Filed as: GREENSPRING ADVISORS LLC Service code 16 · EIN 82-5320133 | Consulting | $20,276 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,259 | $84,487-26.3% | $125,339-50.3% | $66,914-7.0% |
| Participation rate | 93.3% | 76.4%+16.9pp | 82.4%+11.0pp | 69.8%+23.5pp |
| Annual return | -15.47% | -8.39%-7.1pp | 572.05%-587.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $6,160 | $3,553+73.4% | $4,814+28.0% | $2,544+142.1% |
| Participant deferral / active EE | $7,237 | $6,781+6.7% | $7,446-2.8% | $4,237+70.8% |
| Admin fee / account holder | $346 | $685-49.4% | $10,010-96.5% | $593-41.6% |