Filed February 18, 2022
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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,160 |
GREENSPRING ADVISORS, LLC2 years Service code 15 · EIN 82-5320133 | Recordkeeping | $12,674 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,809 | $61,156-64.3% | $185,823-88.3% | $79,386-72.5% |
| Participation rate | 83.9% | 66.6%+17.3pp | 81.7%+2.2pp | 70.7%+13.2pp |
| Annual return | 12.51% | 19.45%-6.9pp | 122.05%-109.5pp | 116.85%-104.3pp |
| Employer contribution / active EE | $1,369 | $2,321-41.0% | $5,167-73.5% | $2,427-43.6% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $191 | $710-73.1% | $16,237-98.8% | $626-69.5% |