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 | $146,917 |
GREENSPRING ADVISORS, LLC6+ years Filed as: GREENSPRING ADVISORS Service code 27 · EIN 82-5320133 | Advisory (Plan) | $48,659 |
HANCOCK ASKEW & CO., LLP4 years Filed as: HANCOCK ASKEW & CO, LLP Service code 10 · EIN 58-0662558 | Accounting | $18,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,107 | $107,459-25.5% | $135,903-41.1% | $80,160-0.1% |
| Participation rate | 83.7% | 78.0%+5.6pp | 81.9%+1.8pp | 72.9%+10.7pp |
| Annual return | 19.89% | 91.91%-72.0pp | 68.23%-48.3pp | 40.38%-20.5pp |
| Employer contribution / active EE | $2,571 | $3,877-33.7% | $4,856-47.1% | $2,978-13.7% |
| Participant deferral / active EE | $9,734 | $8,195+18.8% | $7,758+25.5% | $5,017+94.0% |
| Admin fee / account holder | $104 | $127-18.2% | $10,762-99.0% | $145-28.4% |