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 | $53,818 |
GREENSPRING ADVISORS, LLC5 years Filed as: GREENSPRING ADVISORS Service code 16 · EIN 82-5320133 | Consulting | $39,106 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,619 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,082 | $46,292-45.8% | $143,757-82.6% | $64,808-61.3% |
| Participation rate | 83.5% | 64.2%+19.3pp | 80.3%+3.2pp | 71.5%+12.1pp |
| Annual return | -16.81% | -10.05%-6.8pp | -0.04%-16.8pp | 32.82%-49.6pp |
| Employer contribution / active EE | $1,759 | $1,910-7.9% | $4,951-64.5% | $2,506-29.8% |
| Participant deferral / active EE | $3,035 | $2,646+14.7% | $5,637-46.2% | $4,310-29.6% |
| Admin fee / account holder | $118 | $154-23.1% | $14,673-99.2% | $188-37.0% |