See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GREENSPRING ADVISORS, LLC5 years Filed as: GREENSPRING ADVISORS Service code 27 · EIN 20-1611389 | Advisory (Plan) | $29,246 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $28,571 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,495 | $101,317-19.6% | $146,958-44.5% | $74,495+9.4% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+31.9pp |
| Annual return | 14.96% | 8730.91%-8716.0pp | 418.34%-403.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $5,603 | $3,810+47.0% | $4,933+13.6% | $2,623+113.6% |
| Participant deferral / active EE | $11,306 | $7,303+54.8% | $8,070+40.1% | $4,346+160.2% |
| Admin fee / account holder | $304 | $1,739-82.5% | $12,998-97.7% | $1,942-84.3% |