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 | $74,927-19.3% | $101,794-40.6% | $84,808-28.7% |
| Participation rate | 92.6% | 61.4%+31.2pp | 69.2%+23.4pp | 68.3%+24.3pp |
| Annual return | 9.52% | 18.70%-9.2pp | 30.53%-21.0pp | 40.90%-31.4pp |
| Employer contribution / active EE | $1,443 | $1,522-5.2% | $2,289-37.0% | $2,631-45.2% |
| Participant deferral / active EE | $3,086 | $3,099-0.4% | $4,084-24.4% | $4,212-26.7% |
| Admin fee / account holder | $215 | $6,514-96.7% | $8,777-97.6% | $7,344-97.1% |