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 10-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $69,135 |
Filed as: WELLSPRING FINANCIAL PARTNERS, LLC Service code 27 · EIN 45-2984270 | Advisory (Plan) | $35,100 |
Filed as: WELLSPRING FINANCIAL PARTNETS, LLC Service code 27 · EIN 45-2984270 | Advisory (Plan) | $17,550 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,941 | $100,801-43.5% | $149,696-62.0% | $73,409-22.4% |
| Participation rate | 96.0% | 77.7%+18.3pp | 82.5%+13.5pp | 72.2%+23.8pp |
| Annual return | 17.31% | 265.34%-248.0pp | 276.60%-259.3pp | 59.29%-42.0pp |
| Employer contribution / active EE | $3,189 | $3,312-3.7% | $4,644-31.3% | $2,234+42.8% |
| Participant deferral / active EE | $11,257 | $6,404+75.8% | $6,842+64.5% | $3,805+195.8% |
| Admin fee / account holder | $97 | $181-46.4% | $9,309-99.0% | $158-38.6% |