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 Filed as: GREENSPRING Service code 27 · EIN 20-1611389 | Advisory (Plan) | $35,545 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,205 |
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 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 | $144,088 | $85,766+68.0% | $136,294+5.7% | $70,131+105.5% |
| Participation rate | 95.6% | 74.2%+21.4pp | 81.9%+13.6pp | 69.5%+26.0pp |
| Annual return | 14.21% | 31.45%-17.2pp | 5155.94%-5141.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $5,134 | $2,966+73.1% | $4,695+9.3% | $2,342+119.2% |
| Participant deferral / active EE | $4,704 | $5,051-6.9% | $6,247-24.7% | $3,332+41.2% |
| Admin fee / account holder | $372 | $5,420-93.1% | $9,243-96.0% | $4,645-92.0% |