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 10-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 Service code 15 · EIN 82-5320133 | Recordkeeping | $19,055 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,939 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,429 | $81,208-41.6% | $98,907-52.0% | $79,858-40.6% |
| Participation rate | 98.5% | 72.5%+26.0pp | 76.0%+22.5pp | 69.6%+28.9pp |
| Annual return | 8.78% | 60.99%-52.2pp | 196.43%-187.7pp | 31.71%-22.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,803 | $3,265-14.2% | $4,244-34.0% | $3,740-25.1% |
| Admin fee / account holder | $256 | $6,013-95.8% | $6,642-96.2% | $5,306-95.2% |