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 SERVICES5 years Filed as: PROSPERA FINANCIAL SERVICES INC Service code 27 5429 LBJ FREEWAY STE 750 · DALLAS, TX 75240 | Advisory (Plan) | $33,692 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,333 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,385 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,794 | $122,239-25.7% | $184,200-50.7% | $74,546+21.8% |
| Participation rate | 95.4% | 85.5%+9.9pp | 86.8%+8.6pp | 67.2%+28.2pp |
| Annual return | 14.48% | 19.95%-5.5pp | 28.80%-14.3pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $4,330 | $4,537-4.6% | $6,424-32.6% | $2,624+65.0% |
| Participant deferral / active EE | $8,836 | $7,139+23.8% | $9,132-3.2% | $4,347+103.2% |
| Admin fee / account holder | $455 | $1,260-63.9% | $13,907-96.7% | $1,944-76.6% |