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 SERVICES4 years Service code 27 · EIN 75-1832551 | Advisory (Plan) | $53,160 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,423 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,516 | $72,254-38.4% | $86,677-48.6% | $64,808-31.3% |
| Participation rate | 88.7% | 80.4%+8.3pp | 76.6%+12.1pp | 71.5%+17.2pp |
| Annual return | -16.33% | 392.42%-408.7pp | 35.91%-52.2pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,293 | $2,393-46.0% | $2,836-54.4% | $2,506-48.4% |
| Participant deferral / active EE | $3,833 | $4,658-17.7% | $4,656-17.7% | $4,310-11.1% |
| Admin fee / account holder | $134 | $174-22.8% | $7,493-98.2% | $188-28.5% |