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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GREENSPRING ADVISORS, LLC6 years Service code 15 · EIN 82-5320133 | Recordkeeping | $22,602 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,584 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,228 | $79,013-60.5% | $100,391-68.9% | $74,495-58.1% |
| Participation rate | 90.0% | 79.5%+10.5pp | 81.5%+8.5pp | 67.2%+22.8pp |
| Annual return | 12.90% | 20.41%-7.5pp | 49.20%-36.3pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8,090 | $7,760+4.3% | $8,082+0.1% | $4,346+86.2% |
| Admin fee / account holder | $150 | $1,320-88.6% | $7,899-98.1% | $1,942-92.3% |