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 8-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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $65,488 |
CECILCO2+ years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $15,976 |
PROSPERA FINANCIAL SERVICES2+ years Service code 27 | Advisory (Plan) | $13,601 |
PROSPERA FINANCIAL SERVICES2+ years Filed as: PROSPERA FINANCIAL SERVICES, INC. Service code 27 · EIN 75-1832551 5429 LBJ FRWY, SUITE 400 · DALLAS, TX 75240 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,053 | $73,102-46.6% | $123,544-68.4% | $56,287-30.6% |
| Participation rate | 48.8% | 74.3%-25.5pp | 82.3%-33.5pp | 69.9%-21.0pp |
| Annual return | -7.26% | 3.01%-10.3pp | 119.20%-126.5pp | -9.96%+2.7pp |
| Employer contribution / active EE | $833 | $2,977-72.0% | $4,628-82.0% | $2,111-60.5% |
| Participant deferral / active EE | $5,039 | $5,423-7.1% | $6,426-21.6% | $3,350+50.4% |
| Admin fee / account holder | $271 | $554-51.1% | $9,284-97.1% | $521-48.0% |