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 |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,663 |
Filed as: GREENSPRING ADVISORS LLC Service code 27 · EIN 82-5320133 | Advisory (Plan) | $39,041 |
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 | $41,063 | $50,458-18.6% | $159,960-74.3% | $64,808-36.6% |
| Participation rate | 91.6% | 68.0%+23.6pp | 78.0%+13.7pp | 71.5%+20.2pp |
| Annual return | -16.01% | -13.42%-2.6pp | 408.60%-424.6pp | 32.82%-48.8pp |
| Employer contribution / active EE | $716 | $1,722-58.4% | $4,226-83.1% | $2,506-71.4% |
| Participant deferral / active EE | $4,140 | $4,004+3.4% | $6,182-33.0% | $4,310-3.9% |
| Admin fee / account holder | $244 | $706-65.5% | $8,698-97.2% | $188+29.8% |