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 |
|---|---|---|
Filed as: PROSPERA FINANCIAL SERV Service code 27 · EIN 75-1832551 | Advisory (Plan) | $30,118 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,540 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,616 | $79,428+21.6% | $106,548-9.3% | $79,386+21.7% |
| Participation rate | 83.9% | 74.1%+9.8pp | 76.1%+7.8pp | 70.7%+13.2pp |
| Annual return | 13.26% | 18.27%-5.0pp | 26.80%-13.5pp | 116.85%-103.6pp |
| Employer contribution / active EE | $2,072 | $2,234-7.2% | $2,819-26.5% | $2,427-14.6% |
| Participant deferral / active EE | $4,475 | $3,823+17.1% | $4,398+1.8% | $4,046+10.6% |
| Admin fee / account holder | $255 | $523-51.3% | $7,407-96.6% | $626-59.3% |