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 7-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 |
|---|---|---|
Filed as: GREENSPRING ADVISORS Service code 26 · EIN 82-5320133 | Advisory (Participants) | $7,632 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,542 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,987 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,798 | $91,407-28.0% | $135,903-51.6% | $71,457-7.9% |
| Participation rate | 89.4% | 75.7%+13.7pp | 81.9%+7.5pp | 67.9%+21.5pp |
| Annual return | 21.06% | 29.90%-8.8pp | 68.23%-47.2pp | 28.85%-7.8pp |
| Employer contribution / active EE | $3,906 | $3,703+5.5% | $4,856-19.6% | $2,588+50.9% |
| Participant deferral / active EE | $10,484 | $7,092+47.8% | $7,758+35.1% | $4,289+144.5% |
| Admin fee / account holder | $384 | $1,266-69.7% | $10,762-96.4% | $1,587-75.8% |