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 |
|---|---|---|
GREENSPRING ADVISORS, LLC3+ years Service code 15 · EIN 82-5320133 | Recordkeeping | $36,811 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,652 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,664 | $122,239-46.3% | $184,203-64.4% | $74,495-11.9% |
| Participation rate | 97.2% | 85.5%+11.7pp | 86.8%+10.4pp | 67.2%+30.0pp |
| Annual return | 19.05% | 19.95%-0.9pp | 28.81%-9.8pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8,379 | $7,139+17.4% | $9,131-8.2% | $4,346+92.8% |
| Admin fee / account holder | $266 | $1,260-78.9% | $13,901-98.1% | $1,942-86.3% |