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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $33,707 |
GREENSPRING ADVISORS, LLC3+ years Filed as: GREENSPRING WEALTH MANAGEMENT, INC Service code 15 · EIN 20-1611389 | Recordkeeping | $26,529 |
Service code 15 · EIN 72-1396621 | Recordkeeping | $11,267 |
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 | $64,965 | $75,284-13.7% | $91,001-28.6% | $69,631-6.7% |
| Participation rate | 98.5% | 80.4%+18.1pp | 75.6%+22.9pp | 70.7%+27.8pp |
| Annual return | 15.28% | 48.40%-33.1pp | 4.60%+10.7pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $2,245 | $2,473-9.2% | $2,456-8.6% | $2,032+10.5% |
| Participant deferral / active EE | $2,869 | $3,700-22.5% | $3,547-19.1% | $3,224-11.0% |
| Admin fee / account holder | $231 | $111+108.6% | $5,417-95.7% | $110+108.9% |