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 SERVICES5 years Service code 27 · EIN 75-1832551 | Advisory (Plan) | $53,160 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,886 |
SAMET & COMPANY PC1 year Filed as: SAMET CPA Service code 10 · EIN 04-3027605 | Accounting | $11,700 |
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 | $47,130 | $99,078-52.4% | $96,544-51.2% | $74,419-36.7% |
| Participation rate | 90.7% | 80.7%+10.1pp | 76.0%+14.8pp | 70.7%+20.0pp |
| Annual return | 20.31% | 22.48%-2.2pp | 25.84%-5.5pp | 34.38%-14.1pp |
| Employer contribution / active EE | $1,174 | $2,570-54.3% | $2,965-60.4% | $2,637-55.5% |
| Participant deferral / active EE | $4,250 | $4,933-13.9% | $4,851-12.4% | $4,528-6.1% |
| Admin fee / account holder | $155 | $225-31.2% | $8,252-98.1% | $348-55.6% |