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 4-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 |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,444 |
GREENSPRING ADVISORS, LLC2 years Filed as: GREENSPRING ADVISORS LLC Service code 50 · EIN 82-5320133 | Direct Payment | $5,973 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,428 | $61,272-61.8% | $149,673-84.3% | $71,457-67.2% |
| Participation rate | 42.5% | 62.5%-20.0pp | 78.8%-36.2pp | 67.9%-25.4pp |
| Annual return | 22.85% | 35.85%-13.0pp | 134.42%-111.6pp | 28.85%-6.0pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,873 | $2,917-35.8% | $5,680-67.0% | $4,289-56.3% |
| Admin fee / account holder | $166 | $1,261-86.8% | $13,210-98.7% | $1,587-89.5% |