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 8-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 37 · EIN 04-2647786 | Loan Processing | $393,485 |
GREENSPRING ADVISORS, LLC3+ years Filed as: GREENSPRING ADVISORS Service code 16 · EIN 82-5320133 | Consulting | $71,875 |
HANCOCK ASKEW & CO., LLP1 year Filed as: HANCOCK ASKEW & CO, LLP Service code 10 · EIN 58-0662558 | Accounting | $15,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,866 | $127,481-57.0% | $149,696-63.3% | $90,288-39.2% |
| Participation rate | 84.5% | 78.2%+6.3pp | 82.5%+2.0pp | 73.4%+11.2pp |
| Annual return | 14.51% | 57.78%-43.3pp | 276.60%-262.1pp | 53.97%-39.5pp |
| Employer contribution / active EE | $829 | $3,448-76.0% | $4,644-82.2% | $2,524-67.2% |
| Participant deferral / active EE | $4,868 | $6,975-30.2% | $6,842-28.8% | $4,232+15.0% |
| Admin fee / account holder | $120 | $152-20.9% | $9,309-98.7% | $114+5.2% |