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 | $55,472-83.5% | $155,567-94.1% | $74,546-87.7% |
| Participation rate | 87.3% | 61.9%+25.4pp | 78.2%+9.1pp | 67.2%+20.1pp |
| Annual return | 12.48% | 268.72%-256.2pp | 64.74%-52.3pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,805 | $2,838-1.2% | $5,628-50.2% | $4,347-35.5% |
| Admin fee / account holder | $48 | $1,743-97.3% | $15,916-99.7% | $1,944-97.5% |