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 |
|---|---|---|
Filed as: GREENSPRING ADVISORS Service code 27 · EIN 82-5320133 | Advisory (Plan) | $30,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,441 |
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 | $91,503 | $73,638+24.3% | $95,952-4.6% | $73,488+24.5% |
| Participation rate | 99.3% | 76.2%+23.1pp | 77.1%+22.2pp | 70.7%+28.6pp |
| Annual return | 14.48% | 16.78%-2.3pp | 91.61%-77.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $4,938 | $1,863+165.0% | $2,541+94.3% | $2,270+117.5% |
| Participant deferral / active EE | $5,575 | $3,617+54.1% | $4,167+33.8% | $3,740+49.1% |
| Admin fee / account holder | $370 | $482-23.3% | $6,795-94.6% | $513-27.9% |