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 |
|---|---|---|
Filed as: PROSPERITY WEALTH MANAGEMENT Service code 27 2333 SAN RAMON VALLEY BLVD., STE 20 · SAN RAMON, CA 94583 | Advisory (Plan) | $42,380 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,069 |
HEARD MCELROY & VESTAL, LLC5 years Filed as: HEARD, MCELROY & VESTAL, LLC Service code 13 P.O. BOX 1607 · SHREVEPORT, LA 711651607 | Contract Administrator | $6,633 |
Filed as: EMPOWER ADVISORY GROUP,LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $149 |
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 | $117,042 | $88,083+32.9% | $164,813-29.0% | $74,495+57.1% |
| Participation rate | 95.6% | 73.0%+22.6pp | 78.6%+17.0pp | 67.2%+28.4pp |
| Annual return | 23.71% | 17.26%+6.4pp | 69.93%-46.2pp | 1364.94%-1341.2pp |
| Employer contribution / active EE | $2,033 | $2,593-21.6% | $4,341-53.2% | $2,623-22.5% |
| Participant deferral / active EE | $5,506 | $4,498+22.4% | $6,031-8.7% | $4,346+26.7% |
| Admin fee / account holder | $585 | $2,234-73.8% | $12,690-95.4% | $1,942-69.9% |