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 | $58,341 |
GREENSPRING ADVISORS, LLC6 years Filed as: GREENSPRING ADVISORS Service code 16 · EIN 82-5320133 | Consulting | $30,136 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,380 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,512 | $47,126-43.7% | $149,673-82.3% | $74,419-64.4% |
| Participation rate | 88.1% | 63.4%+24.7pp | 78.8%+9.3pp | 70.7%+17.4pp |
| Annual return | 20.73% | 22.75%-2.0pp | 134.42%-113.7pp | 34.38%-13.7pp |
| Employer contribution / active EE | $1,852 | $1,905-2.8% | $4,818-61.6% | $2,637-29.8% |
| Participant deferral / active EE | $3,279 | $2,728+20.2% | $5,680-42.3% | $4,528-27.6% |
| Admin fee / account holder | $89 | $343-74.0% | $13,210-99.3% | $348-74.4% |