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 | $56,168 |
GREENSPRING ADVISORS, LLC2 years Filed as: GREENSPRING ADVISORS Service code 16 · EIN 82-5320133 | Consulting | $35,788 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,771 | $62,928-51.1% | $172,739-82.2% | $67,579-54.5% |
| Participation rate | 87.8% | 64.5%+23.3pp | 82.6%+5.1pp | 71.3%+16.5pp |
| Annual return | 20.96% | 30.36%-9.4pp | 802.84%-781.9pp | 378.56%-357.6pp |
| Employer contribution / active EE | $936 | $1,636-42.8% | $5,143-81.8% | $2,148-56.4% |
| Participant deferral / active EE | $3,377 | $2,145+57.4% | $5,198-35.0% | $3,539-4.6% |
| Admin fee / account holder | $165 | $167-0.9% | $13,954-98.8% | $142+16.1% |