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, LLC4+ years Service code 15 · EIN 82-5320133 | Recordkeeping | $28,403 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY, LLP Service code 15 · EIN 22-2428965 | Recordkeeping | $11,395 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,940 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,854 | $132,049-34.2% | $200,582-56.7% | $74,304+16.9% |
| Participation rate | 98.7% | 84.1%+14.6pp | 86.9%+11.8pp | 60.3%+38.3pp |
| Annual return | 23.23% | 22.22%+1.0pp | 42.33%-19.1pp | 29.43%-6.2pp |
| Employer contribution / active EE | $2,180 | $4,558-52.2% | $6,419-66.0% | $2,241-2.7% |
| Participant deferral / active EE | $9,391 | $7,213+30.2% | $9,331+0.6% | $3,767+149.3% |
| Admin fee / account holder | $304 | $2,405-87.3% | $16,305-98.1% | $2,969-89.8% |