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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,281 |
GREENSPRING ADVISORS, LLC2 years Service code 15 · EIN 82-5320133 | Recordkeeping | $30,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,787 | $72,254-44.9% | $86,677-54.1% | $64,808-38.6% |
| Participation rate | 97.3% | 80.4%+16.9pp | 76.6%+20.8pp | 71.5%+25.9pp |
| Annual return | -11.00% | 392.42%-403.4pp | 35.91%-46.9pp | 32.82%-43.8pp |
| Employer contribution / active EE | $4,501 | $2,393+88.1% | $2,836+58.7% | $2,506+79.6% |
| Participant deferral / active EE | $4,924 | $4,658+5.7% | $4,656+5.8% | $4,310+14.2% |
| Admin fee / account holder | $185 | $174+6.2% | $7,493-97.5% | $188-1.7% |