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 | $71,467 |
GREENSPRING ADVISORS, LLC4 years Filed as: GREENSPRING ADVISORS Service code 16 · EIN 82-5320133 | Consulting | $37,967 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,248 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,561 | $56,485-35.3% | $185,823-80.3% | $86,799-57.9% |
| Participation rate | 91.6% | 65.5%+26.1pp | 81.7%+9.9pp | 72.3%+19.3pp |
| Annual return | 14.64% | 118.04%-103.4pp | 122.05%-107.4pp | 97.91%-83.3pp |
| Employer contribution / active EE | $1,760 | $1,843-4.5% | $5,167-65.9% | $2,405-26.9% |
| Participant deferral / active EE | $3,531 | $2,553+38.3% | $5,568-36.6% | $4,131-14.5% |
| Admin fee / account holder | $175 | $150+16.9% | $16,237-98.9% | $170+3.1% |