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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $26,285 |
GREENSPRING ADVISORS, LLC2+ years Filed as: GREENSPRING WEALTH MANAGEMENT, INC Service code 15 · EIN 20-1611389 | Recordkeeping | $26,143 |
BABUSH NEIMAN KORNMAN & JOHNSON LLP2+ years Filed as: BABUSH, NEIMAN, KORNMAN & JOHNSON, Service code 15 · EIN 58-0942047 | Recordkeeping | $12,561 |
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 | $63,226 | $74,024-14.6% | $77,999-18.9% | $57,658+9.7% |
| Participation rate | 86.0% | 79.7%+6.2pp | 75.5%+10.4pp | 70.2%+15.7pp |
| Annual return | 7.23% | 12.14%-4.9pp | 425.96%-418.7pp | 5.13%+2.1pp |
| Employer contribution / active EE | $2,325 | $2,365-1.7% | $2,470-5.9% | $1,974+17.8% |
| Participant deferral / active EE | $2,491 | $3,533-29.5% | $3,497-28.8% | $3,061-18.6% |
| Admin fee / account holder | $233 | $93+149.9% | $5,480-95.7% | $95+146.4% |