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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,638 |
GREENSPRING ADVISORS, LLC3 years Service code 15 · EIN 82-5320133 | Recordkeeping | $30,041 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,889 | $100,801-53.5% | $149,696-68.7% | $73,409-36.1% |
| Participation rate | 95.7% | 77.7%+18.0pp | 82.5%+13.2pp | 72.2%+23.6pp |
| Annual return | 22.28% | 265.34%-243.1pp | 276.60%-254.3pp | 59.29%-37.0pp |
| Employer contribution / active EE | $4,176 | $3,312+26.1% | $4,644-10.1% | $2,234+87.0% |
| Participant deferral / active EE | $7,846 | $6,404+22.5% | $6,842+14.7% | $3,805+106.2% |
| Admin fee / account holder | $140 | $181-22.4% | $9,309-98.5% | $158-11.2% |