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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $43,560 |
GREENSPRING ADVISORS, LLC2 years Service code 15 · EIN 82-5320133 | Recordkeeping | $28,886 |
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 | $37,491 | $88,122-57.5% | $141,162-73.4% | $67,579-44.5% |
| Participation rate | 86.0% | 76.5%+9.6pp | 82.5%+3.5pp | 71.3%+14.7pp |
| Annual return | 34.18% | 75.40%-41.2pp | 71.39%-37.2pp | 378.56%-344.4pp |
| Employer contribution / active EE | $4,675 | $3,224+45.0% | $4,735-1.3% | $2,148+117.7% |
| Participant deferral / active EE | $9,564 | $5,958+60.5% | $6,709+42.6% | $3,539+170.2% |
| Admin fee / account holder | $175 | $131+33.4% | $10,261-98.3% | $142+22.7% |