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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,373 |
GREENSPRING ADVISORS, LLC2+ years Service code 15 · EIN 82-5320133 | Recordkeeping | $26,260 |
BD & COMPANY INC1 year Filed as: BD & COMPANY INC. Service code 15 · EIN 45-1135289 | Recordkeeping | $9,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,846 | $130,194-62.5% | $169,993-71.3% | $71,457-31.6% |
| Participation rate | 98.9% | 86.1%+12.7pp | 87.0%+11.9pp | 67.9%+31.0pp |
| Annual return | 16.63% | 20.37%-3.7pp | 53.37%-36.7pp | 28.85%-12.2pp |
| Employer contribution / active EE | $347 | $4,381-92.1% | $6,785-94.9% | $2,588-86.6% |
| Participant deferral / active EE | $8,680 | $6,923+25.4% | $10,408-16.6% | $4,289+102.4% |
| Admin fee / account holder | $247 | $966-74.5% | $12,815-98.1% | $1,587-84.5% |