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 | $130,458 |
GREENSPRING ADVISORS, LLC3 years Filed as: GREENSPRING ADVISORS Service code 27 · EIN 82-5320133 | Advisory (Plan) | $50,000 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $151,953 | $127,481+19.2% | $149,696+1.5% | $90,288+68.3% |
| Participation rate | 79.3% | 78.2%+1.0pp | 82.5%-3.2pp | 73.4%+5.9pp |
| Annual return | 15.90% | 57.78%-41.9pp | 276.60%-260.7pp | 53.97%-38.1pp |
| Employer contribution / active EE | $2,962 | $3,448-14.1% | $4,644-36.2% | $2,524+17.4% |
| Participant deferral / active EE | $7,682 | $6,975+10.1% | $6,842+12.3% | $4,232+81.5% |
| Admin fee / account holder | $132 | $152-12.9% | $9,309-98.6% | $114+15.9% |