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 SERVICES4+ years Filed as: PROSPERA FINANCIAL Service code 27 · EIN 75-1832551 | Advisory (Plan) | $28,800 |
BAKER TILLY US, LLP4+ years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 2500 DALLAS PKWY · PLANO, TX 75093 | Accounting | $10,128 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,477 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,469 | $62,586+43.0% | $76,768+16.5% | $64,186+39.4% |
| Participation rate | 77.9% | 72.8%+5.1pp | 77.0%+0.9pp | 69.6%+8.3pp |
| Annual return | -1.45% | -1.95%+0.5pp | 2.43%-3.9pp | 7.63%-9.1pp |
| Employer contribution / active EE | $1,131 | $1,832-38.3% | $2,485-54.5% | $2,381-52.5% |
| Participant deferral / active EE | $6,011 | $3,145+91.1% | $3,852+56.1% | $3,470+73.2% |
| Admin fee / account holder | $465 | $4,667-90.0% | $6,675-93.0% | $4,888-90.5% |