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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $19,825 |
WELLSPRING FINANCIAL PARTNERS4+ years Filed as: WELLSPRING FINANCIAL PARTNERS, LLC Service code 15 · EIN 45-2984270 | Recordkeeping | $18,000 |
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 | $25,873 | $42,548-39.2% | $74,550-65.3% | $56,287-54.0% |
| Participation rate | 93.0% | 60.5%+32.5pp | 69.1%+23.9pp | 69.9%+23.1pp |
| Annual return | -4.32% | 12.40%-16.7pp | 32.53%-36.9pp | -9.96%+5.6pp |
| Employer contribution / active EE | $573 | $855-33.0% | $1,961-70.8% | $2,111-72.9% |
| Participant deferral / active EE | $3,273 | $2,277+43.7% | $3,108+5.3% | $3,350-2.3% |
| Admin fee / account holder | $156 | $467-66.7% | $5,060-96.9% | $521-70.1% |