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 |
|---|---|---|
PROSPERA FINANCIAL SERVICES2 years Filed as: PROSPERA FINANCIAL SERVICES INC Service code 27 5429 LBJ FREEWAY STE 400 · DALLAS, TX 75240 | Advisory (Plan) | $43,233 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,282 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $985 |
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 | $81,609 | $84,936-3.9% | $111,297-26.7% | $79,386+2.8% |
| Participation rate | 98.4% | 75.9%+22.6pp | 77.3%+21.1pp | 70.7%+27.7pp |
| Annual return | 34.55% | 17.45%+17.1pp | 54.65%-20.1pp | 116.85%-82.3pp |
| Employer contribution / active EE | $2,618 | $1,979+32.3% | $2,731-4.2% | $2,427+7.8% |
| Participant deferral / active EE | $2,990 | $3,888-23.1% | $4,487-33.4% | $4,046-26.1% |
| Admin fee / account holder | $195 | $537-63.8% | $7,964-97.6% | $626-68.9% |