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 SERVICES3 years Filed as: PROSPERA FINANCIAL SERVICES INC Service code 27 5429 LBJ FREEWAY STE 750 · DALLAS, TX 75240 | Advisory (Plan) | $51,292 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,006 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,485 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,468 | $65,435+33.7% | $86,677+0.9% | $66,914+30.7% |
| Participation rate | 95.2% | 75.5%+19.7pp | 76.6%+18.6pp | 69.8%+25.4pp |
| Annual return | 2.70% | -10.89%+13.6pp | 35.91%-33.2pp | 1.58%+1.1pp |
| Employer contribution / active EE | $2,712 | $2,153+25.9% | $2,836-4.4% | $2,544+6.6% |
| Participant deferral / active EE | $3,302 | $4,100-19.5% | $4,656-29.1% | $4,237-22.1% |
| Admin fee / account holder | $236 | $642-63.2% | $7,493-96.8% | $593-60.2% |