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 7-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 |
|---|---|---|
GREENSPRING ADVISORS, LLC3 years Filed as: GREENSPRING ADVISORS Service code 26 · EIN 82-5320133 | Advisory (Participants) | $41,774 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,301 |
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 | $74,291 | $119,446-37.8% | $150,045-50.5% | $85,563-13.2% |
| Participation rate | 98.4% | 75.4%+23.0pp | 82.3%+16.1pp | 66.0%+32.4pp |
| Annual return | 23.06% | 23.72%-0.7pp | 62.55%-39.5pp | 31.51%-8.5pp |
| Employer contribution / active EE | $3,500 | $4,078-14.2% | $4,693-25.4% | $2,654+31.9% |
| Participant deferral / active EE | $10,576 | $7,985+32.5% | $7,997+32.3% | $4,375+141.7% |
| Admin fee / account holder | $232 | $548-57.6% | $13,435-98.3% | $834-72.2% |