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, LLC3 years Filed as: GREENSPRING ADVISORS LLC Service code 27 · EIN 82-5320133 | Advisory (Plan) | $100,000 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,471 |
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 | $129,830 | $96,484+34.6% | $156,263-16.9% | $74,304+74.7% |
| Participation rate | 97.9% | 67.7%+30.3pp | 78.9%+19.0pp | 60.3%+37.6pp |
| Annual return | 15.52% | 17.73%-2.2pp | 59.47%-43.9pp | 29.43%-13.9pp |
| Employer contribution / active EE | $3,017 | $2,528+19.3% | $4,333-30.4% | $2,241+34.6% |
| Participant deferral / active EE | $9,335 | $4,286+117.8% | $6,158+51.6% | $3,767+147.8% |
| Admin fee / account holder | $423 | $3,728-88.6% | $14,255-97.0% | $2,969-85.7% |