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 SERVICES1+ years Filed as: PROSPERA FINANCIAL SERVICES INC Service code 27 5429 LBJ FREEWAY STE 400 · DALLAS, TX 75240 | Advisory (Plan) | $38,235 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,795 |
FLEXIBLE PLAN INVESTMENTS LTD1+ years Service code 70 · EIN 38-2340348 | Consulting Fees | $12,602 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $2,307 |
Filed as: HANLON INVESTMENT MANAGEMENT Service code 70 · EIN 22-3723068 | Consulting Fees | $1,362 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $941 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,093 | $72,770-49.0% | $67,652-45.2% | $55,191-32.8% |
| Participation rate | 81.7% | 78.8%+2.9pp | 75.7%+6.1pp | 69.2%+12.6pp |
| Annual return | 0.18% | -3.26%+3.4pp | 6625.04%-6624.9pp | 10.78%-10.6pp |
| Employer contribution / active EE | $661 | $1,769-62.6% | $2,266-70.8% | $1,899-65.2% |
| Participant deferral / active EE | $1,780 | $3,408-47.8% | $3,560-50.0% | $3,046-41.6% |
| Admin fee / account holder | $211 | $79+167.7% | $4,821-95.6% | $91+132.4% |