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 6-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 Service code 27 5429 LBJ FREEWAY · DALLAS, TX 75240 | Advisory (Plan) | $10,829 |
ASCENSUS LLC6+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,963 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,164 | $55,415-83.5% | $155,509-94.1% | $74,495-87.7% |
| Participation rate | 87.3% | 61.9%+25.4pp | 78.2%+9.1pp | 67.2%+20.1pp |
| Annual return | 12.48% | 268.50%-256.0pp | 64.67%-52.2pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,805 | $2,836-1.1% | $5,626-50.1% | $4,346-35.5% |
| Admin fee / account holder | $48 | $1,738-97.3% | $15,912-99.7% | $1,942-97.5% |