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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $185,974 |
WELLSPRING FINANCIAL PARTNERS3+ years Filed as: WELLSPRING FINANCIAL PARTNERS, LLC Service code 15 · EIN 45-2984270 | Recordkeeping | $37,926 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $8,460 | $56,095-84.9% | $178,490-95.3% | $90,288-90.6% |
| Participation rate | 92.4% | 65.6%+26.8pp | 81.9%+10.5pp | 73.4%+19.0pp |
| Annual return | 14.98% | 28.81%-13.8pp | 151.07%-136.1pp | 53.97%-39.0pp |
| Employer contribution / active EE | $348 | $1,572-77.9% | $5,011-93.1% | $2,524-86.2% |
| Participant deferral / active EE | $1,623 | $2,669-39.2% | $5,202-68.8% | $4,232-61.7% |
| Admin fee / account holder | $74 | $101-26.6% | $13,984-99.5% | $114-35.2% |