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 PARTNERS10+ years Filed as: WELLSPRING FINANCIAL PARTNERS, LLC Service code 15 · EIN 45-2984270 | Recordkeeping | $40,983 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,762 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,805 | $69,763+35.9% | $67,502+40.4% | $74,495+27.3% |
| Participation rate | 94.9% | 71.4%+23.5pp | 72.9%+22.0pp | 67.2%+27.7pp |
| Annual return | 12.40% | -40.34%+52.7pp | 3512.12%-3499.7pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $3,860 | $2,704+42.7% | $2,731+41.3% | $2,623+47.1% |
| Participant deferral / active EE | $5,557 | $3,636+52.8% | $4,000+38.9% | $4,346+27.9% |
| Admin fee / account holder | $344 | $896-61.6% | $3,998-91.4% | $1,942-82.3% |