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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $124,584 |
GREENSPRING ADVISORS, LLC3 years Filed as: GREENSPRING WEALTH MANAGEMENT Service code 31 · EIN 20-1611389 | Named fiduciary | $25,000 |
Filed as: GREENSPRING ADVISORS Service code 31 · EIN 82-5320133 | Named fiduciary | $12,500 |
Service code 31 · EIN 82-5320133 | Named fiduciary | $12,500 |
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,869 | $88,874+25.9% | $123,544-9.5% | $75,289+48.6% |
| Participation rate | 74.7% | 75.9%-1.2pp | 82.3%-7.6pp | 72.4%+2.3pp |
| Annual return | -4.06% | 4.22%-8.3pp | 119.20%-123.3pp | -0.04%-4.0pp |
| Employer contribution / active EE | $2,608 | $3,256-19.9% | $4,628-43.7% | $2,405+8.4% |
| Participant deferral / active EE | $6,532 | $6,174+5.8% | $6,426+1.7% | $3,739+74.7% |
| Admin fee / account holder | $140 | $95+48.4% | $9,284-98.5% | $102+37.2% |