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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $29,410 |
GREENSPRING ADVISORS, LLC1+ years Filed as: GREENSPRING WEALTH MANAGEMENT Service code 27 · EIN 20-1611389 | Advisory (Plan) | $20,800 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,798 | $67,166-79.5% | $57,343-75.9% | $55,191-75.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 69.2%+30.8pp |
| Annual return | -1.88% | 4.22%-6.1pp | 24.39%-26.3pp | 10.78%-12.7pp |
| Employer contribution / active EE | $1,128 | $2,812-59.9% | $2,689-58.0% | $1,899-40.6% |
| Participant deferral / active EE | $3,093 | $2,835+9.1% | $3,162-2.2% | $3,046+1.5% |
| Admin fee / account holder | $131 | $44+200.2% | $3,356-96.1% | $91+44.0% |