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 NA · NA, AZ 85749 | Loan Processing | $40,956 |
WELLSPRING FINANCIAL PARTNERS8+ years Service code 27 · EIN 45-2984270 | Advisory (Plan) | $39,453 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,900 | $42,353-17.6% | $79,550-56.1% | $64,808-46.1% |
| Participation rate | 84.1% | 64.8%+19.3pp | 69.5%+14.6pp | 71.5%+12.6pp |
| Annual return | -17.10% | -12.24%-4.9pp | 0.16%-17.3pp | 32.82%-49.9pp |
| Employer contribution / active EE | $944 | $1,181-20.0% | $2,413-60.9% | $2,506-62.3% |
| Participant deferral / active EE | $4,256 | $3,170+34.2% | $3,985+6.8% | $4,310-1.3% |
| Admin fee / account holder | $256 | $160+60.7% | $6,832-96.2% | $188+36.5% |