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, LLC2 years Filed as: GREENSPRING ADVISORS LLC Service code 27 · EIN 82-5320133 | Advisory (Plan) | $66,781 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,681 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,089 | $56,638-18.6% | $169,368-72.8% | $74,419-38.1% |
| Participation rate | 92.0% | 67.5%+24.4pp | 77.1%+14.8pp | 70.7%+21.2pp |
| Annual return | 15.16% | 24.75%-9.6pp | 405.60%-390.4pp | 34.38%-19.2pp |
| Employer contribution / active EE | $733 | $2,027-63.8% | $4,013-81.7% | $2,637-72.2% |
| Participant deferral / active EE | $4,219 | $4,223-0.1% | $6,221-32.2% | $4,528-6.8% |
| Admin fee / account holder | $302 | $307-1.5% | $9,003-96.6% | $348-13.2% |