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 | $157,029 |
GREENSPRING ADVISORS, LLC5+ years Filed as: GREENSPRING ADVISORS Service code 27 · EIN 82-5321033 | Advisory (Plan) | $47,705 |
HANCOCK ASKEW & CO., LLP3 years Filed as: HANCOCK ASKEW & CO, LLP Service code 10 · EIN 58-0662558 | Accounting | $33,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,022 | $95,388-30.8% | $125,339-47.3% | $77,904-15.3% |
| Participation rate | 73.9% | 78.6%-4.7pp | 82.4%-8.5pp | 73.7%+0.2pp |
| Annual return | -13.79% | 116.19%-130.0pp | 572.05%-585.8pp | 12.21%-26.0pp |
| Employer contribution / active EE | $1,619 | $3,666-55.8% | $4,814-66.4% | $2,848-43.1% |
| Participant deferral / active EE | $6,721 | $7,711-12.8% | $7,446-9.7% | $4,806+39.8% |
| Admin fee / account holder | $108 | $119-9.0% | $10,010-98.9% | $133-18.4% |