See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PROSPERA FINANCIAL SERVICES2 years Service code 27 · EIN 75-1832551 | Advisory (Plan) | $53,160 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,095 |
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 | $65,282 | $79,519-17.9% | $95,952-32.0% | $73,409-11.1% |
| Participation rate | 89.5% | 81.2%+8.3pp | 77.1%+12.4pp | 72.2%+17.3pp |
| Annual return | 14.01% | 19.20%-5.2pp | 91.61%-77.6pp | 59.29%-45.3pp |
| Employer contribution / active EE | $1,145 | $2,048-44.1% | $2,541-55.0% | $2,234-48.8% |
| Participant deferral / active EE | $4,153 | $4,138+0.4% | $4,167-0.3% | $3,805+9.1% |
| Admin fee / account holder | $201 | $184+8.9% | $6,795-97.0% | $158+27.2% |