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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,694 |
GREENSPRING ADVISORS, LLC6 years Service code 15 · EIN 82-5320133 | Recordkeeping | $36,072 |
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 | $56,936 | $62,624-9.1% | $177,989-68.0% | $77,643-26.7% |
| Participation rate | 96.5% | 66.8%+29.7pp | 77.1%+19.4pp | 70.6%+25.9pp |
| Annual return | 13.81% | 16.16%-2.3pp | 294.48%-280.7pp | 31.24%-17.4pp |
| Employer contribution / active EE | $3,480 | $1,909+82.3% | $3,949-11.9% | $2,726+27.7% |
| Participant deferral / active EE | $5,905 | $4,219+40.0% | $6,276-5.9% | $4,647+27.1% |
| Admin fee / account holder | $218 | $386-43.6% | $10,363-97.9% | $430-49.4% |