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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $129,721 |
CECILCO5+ years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $36,684 |
PROSPERA FINANCIAL SERVICES5+ years Filed as: PROSPERA Service code 27 | Advisory (Plan) | $33,778 |
PROSPERA FINANCIAL SERVICES5+ years Filed as: PROSPERA FINANCIAL Service code 27 5429 LBJ FREEWAY · DALLAS, TX 75240 | Advisory (Plan) | $0 |
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 | $44,237 | $73,404-39.7% | $87,100-49.2% | $67,579-34.5% |
| Participation rate | 88.3% | 80.9%+7.4pp | 76.9%+11.4pp | 71.3%+17.0pp |
| Annual return | 21.31% | 48.29%-27.0pp | 28.19%-6.9pp | 378.56%-357.2pp |
| Employer contribution / active EE | $0 | $2,014-100.0% | $2,521-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,512 | $3,913+15.3% | $4,049+11.4% | $3,539+27.5% |
| Admin fee / account holder | $200 | $142+41.6% | $7,497-97.3% | $142+40.9% |