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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $78,391 |
GREENSPRING ADVISORS, LLC6 years Filed as: GREENSPRING ADVISORS Service code 16 · EIN 82-5320133 | Consulting | $30,750 |
Service code 16 · EIN 52-0909772 | Consulting | $11,503 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,725 | $47,126+81.9% | $149,673-42.7% | $74,419+15.2% |
| Participation rate | 99.2% | 63.4%+35.8pp | 78.8%+20.4pp | 70.7%+28.5pp |
| Annual return | 15.32% | 22.75%-7.4pp | 134.42%-119.1pp | 34.38%-19.1pp |
| Employer contribution / active EE | $4,387 | $1,905+130.3% | $4,818-8.9% | $2,637+66.3% |
| Participant deferral / active EE | $5,538 | $2,728+103.0% | $5,680-2.5% | $4,528+22.3% |
| Admin fee / account holder | $198 | $343-42.3% | $13,210-98.5% | $348-43.2% |