See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLSPRING FINANCIAL PARTNERS3+ years Service code 27 · EIN 52-2114207 | Advisory (Plan) | $95,879 |
Service code 37 · EIN 04-2647786 | Loan Processing | $86,385 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,640 | $46,173+193.8% | $170,442-20.4% | $69,631+94.8% |
| Participation rate | 74.5% | 63.9%+10.6pp | 83.6%-9.1pp | 70.7%+3.8pp |
| Annual return | 15.47% | 21.62%-6.1pp | 205.93%-190.5pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $4,913 | $1,610+205.2% | $5,433-9.6% | $2,032+141.8% |
| Participant deferral / active EE | $3,969 | $2,080+90.8% | $4,939-19.6% | $3,224+23.1% |
| Admin fee / account holder | $227 | $116+95.9% | $13,880-98.4% | $110+105.7% |