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 | $123,845 |
GREENSPRING ADVISORS, LLC7+ years Filed as: GREENSPRING ADVISORS Service code 28 · EIN 82-5320133 | Investment Management | $49,632 |
HANCOCK ASKEW & CO., LLP5 years Filed as: HANCOCK ASKEW & CO, LLP Service code 10 · EIN 58-0662558 | Accounting | $19,400 |
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 | $93,159 | $122,186-23.8% | $146,958-36.6% | $199,593-53.3% |
| Participation rate | 74.7% | 78.3%-3.6pp | 82.2%-7.4pp | 72.0%+2.8pp |
| Annual return | 15.36% | 30.56%-15.2pp | 418.34%-403.0pp | 34.25%-18.9pp |
| Employer contribution / active EE | $1,923 | $4,093-53.0% | $4,933-61.0% | $3,034-36.6% |
| Participant deferral / active EE | $7,895 | $8,502-7.1% | $8,070-2.2% | $5,087+55.2% |
| Admin fee / account holder | $98 | $179-45.2% | $12,998-99.2% | $269-63.6% |