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 Service code 27 · EIN 75-1832551 | Advisory (Plan) | $27,918 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $9,532 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,454 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $93,736 | $65,376+43.4% | $87,100+7.6% | $65,185+43.8% |
| Participation rate | 66.7% | 75.3%-8.7pp | 76.9%-10.2pp | 70.2%-3.5pp |
| Annual return | 19.82% | 31.27%-11.5pp | 28.19%-8.4pp | 29.38%-9.6pp |
| Employer contribution / active EE | $1,597 | $1,822-12.4% | $2,521-36.7% | $2,177-26.6% |
| Participant deferral / active EE | $4,612 | $3,388+36.1% | $4,049+13.9% | $3,514+31.2% |
| Admin fee / account holder | $446 | $520-14.2% | $7,497-94.1% | $847-47.4% |