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 |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $243,185 |
WELLSPRING FINANCIAL PARTNERS2+ years Filed as: WELLSPRING FINANCIAL PARTNERS, LLC Service code 15 · EIN 45-2984270 | Recordkeeping | $37,900 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,711 | $47,456-85.9% | $172,739-96.1% | $77,787-91.4% |
| Participation rate | 91.7% | 66.3%+25.4pp | 82.6%+9.0pp | 73.2%+18.5pp |
| Annual return | 22.44% | 35.57%-13.1pp | 802.84%-780.4pp | 32.57%-10.1pp |
| Employer contribution / active EE | $90 | $1,574-94.3% | $5,143-98.3% | $2,504-96.4% |
| Participant deferral / active EE | $1,452 | $2,560-43.3% | $5,198-72.1% | $3,967-63.4% |
| Admin fee / account holder | $84 | $81+3.3% | $13,954-99.4% | $100-16.5% |