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 SERVICES2 years Filed as: PROSPERA FINANCIAL Service code 27 · EIN 75-1832551 | Advisory (Plan) | $32,708 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,344 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,934 | $71,883+111.4% | $86,677+75.3% | $68,494+121.8% |
| Participation rate | 89.6% | 72.2%+17.3pp | 76.6%+13.0pp | 67.9%+21.7pp |
| Annual return | -15.72% | 3.52%-19.2pp | 35.91%-51.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,734 | $2,173-20.2% | $2,836-38.9% | $2,596-33.2% |
| Participant deferral / active EE | $5,030 | $3,779+33.1% | $4,656+8.0% | $4,027+24.9% |
| Admin fee / account holder | $475 | $6,112-92.2% | $7,493-93.7% | $5,403-91.2% |