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 | $60,652 |
GREENSPRING ADVISORS, LLC2 years Service code 15 · EIN 82-5320133 | Recordkeeping | $20,600 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,089 | $60,607-75.1% | $189,557-92.0% | $86,799-82.6% |
| Participation rate | 88.4% | 68.9%+19.5pp | 78.4%+10.0pp | 72.3%+16.1pp |
| Annual return | 10.44% | 65.18%-54.7pp | 64.17%-53.7pp | 97.91%-87.5pp |
| Employer contribution / active EE | $818 | $1,626-49.7% | $4,412-81.5% | $2,405-66.0% |
| Participant deferral / active EE | $2,159 | $3,895-44.6% | $6,174-65.0% | $4,131-47.7% |
| Admin fee / account holder | $201 | $159+26.7% | $9,807-97.9% | $170+18.6% |