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 |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $31,466 |
WELLSPRING FINANCIAL PARTNERS3+ years Filed as: WELLSPRING FINANCIAL PARTNERS, LLC Service code 15 · EIN 45-2984270 | Recordkeeping | $17,995 |
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 | $24,593 | $51,466-52.2% | $78,778-68.8% | $62,292-60.5% |
| Participation rate | 90.3% | 59.8%+30.5pp | 69.2%+21.1pp | 69.5%+20.8pp |
| Annual return | 13.94% | 19.96%-6.0pp | 35.62%-21.7pp | 28.90%-15.0pp |
| Employer contribution / active EE | $502 | $827-39.3% | $1,986-74.7% | $2,042-75.4% |
| Participant deferral / active EE | $3,086 | $2,147+43.7% | $2,958+4.3% | $3,169-2.6% |
| Admin fee / account holder | $198 | $489-59.6% | $5,134-96.1% | $479-58.7% |