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 15 · EIN 82-5320133 | Recordkeeping | $41,000 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,489 |
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 | $146,500 | $101,317+44.6% | $146,958-0.3% | $74,495+96.7% |
| Participation rate | 90.5% | 75.5%+15.0pp | 82.2%+8.4pp | 67.2%+23.3pp |
| Annual return | 12.90% | 8730.91%-8718.0pp | 418.34%-405.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,984 | $3,810-21.7% | $4,933-39.5% | $2,623+13.8% |
| Participant deferral / active EE | $9,879 | $7,303+35.3% | $8,070+22.4% | $4,346+127.3% |
| Admin fee / account holder | $282 | $1,739-83.8% | $12,998-97.8% | $1,942-85.5% |