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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $90,465 |
CECILCO8+ years Service code 13 14881 QUORUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $32,366 |
PROSPERA FINANCIAL SERVICES8+ years Filed as: PROSPERA FINANCIAL Service code 27 | Advisory (Plan) | $6,325 |
PROSPERA FINANCIAL SERVICES8+ years Filed as: PROSPERA FINANCIAL SERVICES, INC. Service code 27 5429 LBJ FRWY · DALLAS, TX 751832551 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,133 | $69,010+94.4% | $159,960-16.1% | $68,494+95.8% |
| Participation rate | 89.7% | 65.4%+24.3pp | 78.0%+11.7pp | 67.9%+21.8pp |
| Annual return | -7.66% | -9.65%+2.0pp | 408.60%-416.3pp | -7.84%+0.2pp |
| Employer contribution / active EE | $7,395 | $2,213+234.1% | $4,226+75.0% | $2,596+184.8% |
| Participant deferral / active EE | $3,985 | $4,212-5.4% | $6,182-35.5% | $4,027-1.0% |
| Admin fee / account holder | $509 | $4,798-89.4% | $8,698-94.2% | $5,403-90.6% |