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, LLC4 years Service code 27 · EIN 82-5320133 | Advisory (Plan) | $52,819 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $19,233 |
Service code 15 · EIN 52-0909772 | Recordkeeping | $3,532 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,204 | $93,571+33.8% | $135,903-7.9% | $75,163+66.6% |
| Participation rate | 97.9% | 75.2%+22.7pp | 81.9%+16.0pp | 67.2%+30.7pp |
| Annual return | 17.26% | 30.90%-13.6pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $4,593 | $3,537+29.9% | $4,856-5.4% | $2,670+72.0% |
| Participant deferral / active EE | $5,812 | $6,404-9.3% | $7,758-25.1% | $4,125+40.9% |
| Admin fee / account holder | $539 | $6,975-92.3% | $10,762-95.0% | $5,651-90.5% |