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 | $10,315 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,824 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,782 | $82,664-71.2% | $125,339-81.0% | $68,494-65.3% |
| Participation rate | 84.7% | 75.0%+9.7pp | 82.4%+2.4pp | 67.9%+16.9pp |
| Annual return | -14.61% | -5.97%-8.6pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $4,538 | $3,381+34.2% | $4,814-5.7% | $2,596+74.8% |
| Participant deferral / active EE | $8,445 | $6,110+38.2% | $7,446+13.4% | $4,027+109.7% |
| Admin fee / account holder | $166 | $6,275-97.3% | $10,010-98.3% | $5,403-96.9% |