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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $97,005 |
CECILCO4+ years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $26,975 |
PROSPERA FINANCIAL SERVICES4+ years Service code 27 | Advisory (Plan) | $19,199 |
PROSPERA FINANCIAL SERVICES4+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $99,957-100.0% | $149,696-100.0% | $73,488-100.0% |
| Participation rate | 0.0% | 75.7%-75.7pp | 82.5%-82.5pp | 70.7%-70.7pp |
| Annual return | 20.97% | 53.87%-32.9pp | 276.60%-255.6pp | 28.51%-7.5pp |
| Employer contribution / active EE | $1,362 | $3,191-57.3% | $4,644-70.7% | $2,270-40.0% |
| Participant deferral / active EE | $8,363 | $6,073+37.7% | $6,842+22.2% | $3,740+123.6% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |