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 |
|---|---|---|
Service code 99 · EIN 71-0294708 | Other Fees | $32,056 |
Filed as: PROSPERITY FINANCIAL GROUP Service code 99 · EIN 91-1827101 | Other Fees | $24,999 |
PRIEST AMISTADI4 years Filed as: PRIEST AMISTADI CPAS Service code 10 · EIN 94-2507389 | Accounting | $8,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,452 | $73,787-18.1% | $98,716-38.8% | $82,448-26.7% |
| Participation rate | 92.6% | 61.4%+31.2pp | 69.3%+23.3pp | 68.1%+24.6pp |
| Annual return | 9.52% | 18.57%-9.0pp | 31.81%-22.3pp | 41.64%-32.1pp |
| Employer contribution / active EE | $1,443 | $1,511-4.5% | $2,279-36.7% | $2,551-43.4% |
| Participant deferral / active EE | $3,086 | $3,081+0.1% | $4,048-23.8% | $4,139-25.5% |
| Admin fee / account holder | $215 | $6,500-96.7% | $8,703-97.5% | $7,234-97.0% |