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 13 · EIN 42-0127290 | Contract Administrator | $27,157 |
Filed as: GREENSPRING ADVISORS, LL Service code 27 · EIN 82-5320133 | Advisory (Plan) | $15,000 |
GREENSPRING ADVISORS, LLC2 years Filed as: GREENSPRING WEALTH MANAG Service code 27 · EIN 20-1611389 | Advisory (Plan) | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,090 | $59,186+6.6% | $76,768-17.8% | $56,287+12.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -3.21% | 6.62%-9.8pp | 2.43%-5.6pp | -9.96%+6.7pp |
| Employer contribution / active EE | $4,714 | $1,759+168.0% | $2,485+89.7% | $2,111+123.3% |
| Participant deferral / active EE | $5,370 | $3,255+65.0% | $3,852+39.4% | $3,350+60.3% |
| Admin fee / account holder | $328 | $489-32.8% | $6,675-95.1% | $521-36.9% |