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 4-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: PROSPERITAS FINANCIAL, LLC Service code 15 · EIN 85-0538718 | Recordkeeping | $15,539 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,587 |
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 | $17,658 | $48,750-63.8% | $88,946-80.1% | $74,304-76.2% |
| Participation rate | 97.9% | 44.5%+53.4pp | 68.8%+29.1pp | 60.3%+37.6pp |
| Annual return | 19.61% | 25.91%-6.3pp | 57.82%-38.2pp | 29.43%-9.8pp |
| Employer contribution / active EE | $1,959 | $1,255+56.1% | $2,555-23.3% | $2,241-12.6% |
| Participant deferral / active EE | $3,243 | $2,423+33.8% | $4,581-29.2% | $3,767-13.9% |
| Admin fee / account holder | $120 | $3,756-96.8% | $8,261-98.6% | $2,969-96.0% |