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 10-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 | $124,205 |
CECILCO4+ years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $33,091 |
PROSPERA FINANCIAL SERVICES4+ years Filed as: PROSPERA Service code 27 | Advisory (Plan) | $32,568 |
PROSPERA FINANCIAL SERVICES4+ years Filed as: PROSPERA FINANCIAL Service code 27 5429 LBJ FREEWAY · DALLAS, TX 75240 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,222 | $65,118-41.3% | $76,768-50.2% | $55,725-31.4% |
| Participation rate | 85.2% | 79.6%+5.6pp | 77.0%+8.3pp | 70.9%+14.4pp |
| Annual return | -7.75% | -1.27%-6.5pp | 2.43%-10.2pp | 244.93%-252.7pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $4,010 | $3,688+8.7% | $3,852+4.1% | $3,356+19.5% |
| Admin fee / account holder | $197 | $116+70.1% | $6,675-97.0% | $115+71.1% |