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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,650 |
GREENSPRING ADVISORS, LLC5 years Service code 15 · EIN 82-5320133 | Recordkeeping | $20,000 |
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 | $34,387 | $72,254-52.4% | $86,677-60.3% | $64,808-46.9% |
| Participation rate | 96.6% | 80.4%+16.2pp | 76.6%+20.0pp | 71.5%+25.1pp |
| Annual return | 40.71% | 392.42%-351.7pp | 35.91%+4.8pp | 32.82%+7.9pp |
| Employer contribution / active EE | $1,918 | $2,393-19.8% | $2,836-32.4% | $2,506-23.4% |
| Participant deferral / active EE | $3,726 | $4,658-20.0% | $4,656-20.0% | $4,310-13.5% |
| Admin fee / account holder | $168 | $174-3.2% | $7,493-97.8% | $188-10.4% |