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 | $138,956 |
GREENSPRING ADVISORS, LLC8+ years Filed as: GREENSPRING ADVISORS Service code 28 · EIN 82-5320133 | Investment Management | $50,625 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $21,800 |
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 | $107,666 | $145,877-26.2% | $150,045-28.2% | $102,872+4.7% |
| Participation rate | 74.9% | 79.8%-4.9pp | 82.3%-7.4pp | 73.0%+1.9pp |
| Annual return | 17.98% | 21.37%-3.4pp | 62.55%-44.6pp | 19.06%-1.1pp |
| Employer contribution / active EE | $2,034 | $4,710-56.8% | $4,693-56.7% | $3,526-42.3% |
| Participant deferral / active EE | $8,495 | $9,491-10.5% | $7,997+6.2% | $5,535+53.5% |
| Admin fee / account holder | $108 | $176-38.7% | $13,435-99.2% | $292-63.1% |