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 9-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 |
|---|---|---|
Filed as: THE PROSPERITY CONSULTING GROUP Service code 27 · EIN 52-2222924 | Advisory (Plan) | $67,533 |
THE VANGUARD GROUP, INC.5 years Service code 13 · EIN 23-1945930 | Contract Administrator | $8,565 |
POLLARD & ASSOCIATES, INC.5 years Service code 11 · EIN 52-0909772 | Actuarial | $300 |
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 13 · EIN 11-3665754 | Contract Administrator | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,576 | $106,028-23.1% | $146,958-44.5% | $77,643+5.1% |
| Participation rate | 87.0% | 78.4%+8.6pp | 82.2%+4.8pp | 70.6%+16.4pp |
| Annual return | 23.20% | 56.73%-33.5pp | 418.34%-395.1pp | 31.24%-8.0pp |
| Employer contribution / active EE | $4,854 | $4,063+19.5% | $4,933-1.6% | $2,726+78.1% |
| Participant deferral / active EE | $14,217 | $7,990+77.9% | $8,070+76.2% | $4,647+205.9% |
| Admin fee / account holder | $140 | $337-58.4% | $12,998-98.9% | $430-67.4% |