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 PARTNERS8+ years Service code 27 · EIN 45-2984270 | Advisory (Plan) | $103,912 |
Service code 37 · EIN 04-2647786 | Loan Processing | $96,166 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,943 | $46,292+200.1% | $143,757-3.3% | $64,808+114.4% |
| Participation rate | 80.6% | 64.2%+16.4pp | 80.3%+0.3pp | 71.5%+9.1pp |
| Annual return | -15.79% | -10.05%-5.7pp | -0.04%-15.7pp | 32.82%-48.6pp |
| Employer contribution / active EE | $6,494 | $1,910+240.0% | $4,951+31.2% | $2,506+159.1% |
| Participant deferral / active EE | $5,485 | $2,646+107.3% | $5,637-2.7% | $4,310+27.2% |
| Admin fee / account holder | $224 | $154+45.7% | $14,673-98.5% | $188+19.3% |