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 | $41,982 |
WELLSPRING FINANCIAL PARTNERS9+ years Service code 27 · EIN 45-2984270 | Advisory (Plan) | $38,582 |
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 | $41,371 | $53,165-22.2% | $86,188-52.0% | $74,419-44.4% |
| Participation rate | 83.3% | 64.9%+18.4pp | 69.0%+14.3pp | 70.7%+12.6pp |
| Annual return | 17.75% | 22.64%-4.9pp | 1168.45%-1150.7pp | 34.38%-16.6pp |
| Employer contribution / active EE | $922 | $1,210-23.8% | $2,380-61.3% | $2,637-65.1% |
| Participant deferral / active EE | $4,123 | $3,234+27.5% | $3,985+3.4% | $4,528-9.0% |
| Admin fee / account holder | $246 | $551-55.4% | $6,852-96.4% | $348-29.4% |