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 10-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 |
|---|---|---|
WELLSPRING FINANCIAL PARTNERS10+ years Service code 27 · EIN 45-2984270 | Advisory (Plan) | $31,368 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $25,108 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,578 | $82,917-77.6% | $103,333-82.0% | $77,643-76.1% |
| Participation rate | 77.5% | 71.6%+5.9pp | 74.5%+3.0pp | 70.6%+6.9pp |
| Annual return | 11.55% | 19.13%-7.6pp | 24.88%-13.3pp | 31.24%-19.7pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,868-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,536 | $4,108-38.3% | $5,057-49.8% | $4,647-45.4% |
| Admin fee / account holder | $138 | $638-78.3% | $8,355-98.3% | $430-67.8% |