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 7-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 |
|---|---|---|
Filed as: PROSPERA FINANCIAL SERVICES, INC. Service code 28 5429 LBJ FREEWAY · DALLAS, TX 75240 | Investment Management | $8,601 |
NATIONWIDE1 year Filed as: NATIONWIDE FINANCIAL Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $6,284 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,985 | $84,487-63.3% | $125,339-75.3% | $66,914-53.7% |
| Participation rate | 44.9% | 76.4%-31.5pp | 82.4%-37.5pp | 69.8%-24.9pp |
| Annual return | -16.46% | -8.39%-8.1pp | 572.05%-588.5pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,616 | $3,553-54.5% | $4,814-66.4% | $2,544-36.5% |
| Participant deferral / active EE | $2,627 | $6,781-61.3% | $7,446-64.7% | $4,237-38.0% |
| Admin fee / account holder | $153 | $685-77.7% | $10,010-98.5% | $593-74.3% |