See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PROSPERA FINANCIAL SERVICES6 years Service code 27 · EIN 75-1832551 | Advisory (Plan) | $31,685 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,123 |
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 | $104,667 | $78,485+33.4% | $106,213-1.5% | $74,495+40.5% |
| Participation rate | 93.5% | 72.8%+20.7pp | 75.3%+18.3pp | 67.2%+26.3pp |
| Annual return | 13.24% | 15.95%-2.7pp | 116.14%-102.9pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,739 | $2,523+8.6% | $3,171-13.6% | $2,623+4.4% |
| Participant deferral / active EE | $5,346 | $4,322+23.7% | $5,016+6.6% | $4,346+23.0% |
| Admin fee / account holder | $269 | $2,232-88.0% | $11,033-97.6% | $1,942-86.2% |