See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $59,905 |
GREENSPRING ADVISORS, LLC4 years Filed as: GREENSPRING ADVISORS Service code 16 · EIN 82-5320133 | Consulting | $41,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,959 | $56,485+61.0% | $185,823-51.1% | $86,799+4.8% |
| Participation rate | 97.5% | 65.5%+32.0pp | 81.7%+15.8pp | 72.3%+25.2pp |
| Annual return | 13.44% | 118.04%-104.6pp | 122.05%-108.6pp | 97.91%-84.5pp |
| Employer contribution / active EE | $2,281 | $1,843+23.8% | $5,167-55.9% | $2,405-5.2% |
| Participant deferral / active EE | $4,577 | $2,553+79.3% | $5,568-17.8% | $4,131+10.8% |
| Admin fee / account holder | $219 | $150+46.2% | $16,237-98.7% | $170+29.0% |