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 | $72,298 |
WELLSPRING FINANCIAL PARTNERS10+ years Service code 27 · EIN 45-2984270 | Advisory (Plan) | $47,122 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,578 | $54,193-10.4% | $93,606-48.1% | $77,643-37.4% |
| Participation rate | 77.4% | 63.9%+13.5pp | 68.7%+8.7pp | 70.6%+6.8pp |
| Annual return | 13.99% | 30.54%-16.5pp | 133.20%-119.2pp | 31.24%-17.2pp |
| Employer contribution / active EE | $753 | $1,168-35.5% | $2,420-68.9% | $2,726-72.4% |
| Participant deferral / active EE | $4,136 | $3,144+31.5% | $4,411-6.2% | $4,647-11.0% |
| Admin fee / account holder | $289 | $576-49.8% | $8,285-96.5% | $430-32.8% |