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 9-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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,578 |
GREENSPRING ADVISORS, LLC7 years Service code 15 · EIN 82-5320133 | Recordkeeping | $35,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,084 | $88,890-27.9% | $102,423-37.4% | $77,643-17.5% |
| Participation rate | 91.2% | 80.9%+10.3pp | 76.5%+14.7pp | 70.6%+20.6pp |
| Annual return | 124.37% | 24.98%+99.4pp | 29.32%+95.0pp | 31.24%+93.1pp |
| Employer contribution / active EE | $2,240 | $2,698-17.0% | $3,023-25.9% | $2,726-17.8% |
| Participant deferral / active EE | $4,899 | $5,145-4.8% | $5,053-3.1% | $4,647+5.4% |
| Admin fee / account holder | $173 | $235-26.6% | $9,451-98.2% | $430-59.9% |