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 |
|---|---|---|
WELLSPRING FINANCIAL PARTNERS7+ years Service code 27 · EIN 45-2984270 | Advisory (Plan) | $38,517 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,382 |
ROBERT ALEXONIS2 years Filed as: ROBERTS & ALEXONIS GROUP PLLC Service code 10 · EIN 56-2386438 | Accounting | $19,305 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,887 | $50,956-15.8% | $96,562-55.6% | $86,799-50.6% |
| Participation rate | 93.0% | 65.2%+27.7pp | 69.8%+23.2pp | 72.3%+20.7pp |
| Annual return | 13.62% | 21.27%-7.7pp | 37.78%-24.2pp | 97.91%-84.3pp |
| Employer contribution / active EE | $656 | $1,111-41.0% | $2,356-72.2% | $2,405-72.7% |
| Participant deferral / active EE | $4,629 | $2,954+56.7% | $3,849+20.3% | $4,131+12.1% |
| Admin fee / account holder | $257 | $166+54.9% | $6,181-95.8% | $170+51.7% |