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 SERVICES4 years Filed as: PROSPERA FINANCIAL SERVICES INC Service code 27 5429 LBJ FREEWAY STE 750 · DALLAS, TX 75240 | Advisory (Plan) | $39,723 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,060 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,295 | $76,050+10.8% | $96,544-12.7% | $71,457+18.0% |
| Participation rate | 91.5% | 74.4%+17.1pp | 76.0%+15.5pp | 67.9%+23.6pp |
| Annual return | -4.71% | 22.81%-27.5pp | 25.84%-30.6pp | 28.85%-33.6pp |
| Employer contribution / active EE | $2,919 | $2,244+30.1% | $2,965-1.5% | $2,588+12.8% |
| Participant deferral / active EE | $3,615 | $4,215-14.2% | $4,851-25.5% | $4,289-15.7% |
| Admin fee / account holder | $179 | $2,707-93.4% | $8,252-97.8% | $1,587-88.8% |