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 10-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 |
|---|---|---|
GREENSPRING ADVISORS, LLC7 years Service code 15 · EIN 82-5320133 | Recordkeeping | $47,107 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,815 |
SEK CPAS AND ADVISORS1 year Service code 15 · EIN 52-0783935 | Recordkeeping | $13,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,290 | $102,317+102.6% | $146,958+41.1% | $80,856+156.4% |
| Participation rate | 93.0% | 75.8%+17.1pp | 82.2%+10.8pp | 67.6%+25.3pp |
| Annual return | 19.77% | 134.76%-115.0pp | 418.34%-398.6pp | 35.59%-15.8pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $14,523 | $6,644+118.6% | $8,070+80.0% | $4,296+238.1% |
| Admin fee / account holder | $543 | $7,941-93.2% | $12,998-95.8% | $6,918-92.2% |