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 4-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-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,734 |
GREENSPRING ADVISORS, LLC1+ years Service code 15 · EIN 82-5320133 | Recordkeeping | $25,250 |
GREENSPRING ADVISORS, LLC1+ years Filed as: GREENSPRING WEALTH MANAGEMENT, INC Service code 15 · EIN 20-1611389 | Recordkeeping | $6,250 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,739 | $102,553-65.2% | $151,611-76.4% | $66,914-46.6% |
| Participation rate | 99.1% | 85.5%+13.6pp | 87.5%+11.6pp | 69.8%+29.3pp |
| Annual return | 0.00% | -10.82%+10.8pp | 3.33%-3.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $5,218 | $4,180+24.8% | $6,166-15.4% | $2,544+105.1% |
| Participant deferral / active EE | $11,544 | $6,641+73.8% | $8,363+38.0% | $4,237+172.5% |
| Admin fee / account holder | $202 | $630-67.9% | $11,616-98.3% | $593-65.9% |