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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $159,218 |
PROSPERA FINANCIAL SERVICES8+ years Filed as: PROSPERA Service code 27 | Advisory (Plan) | $45,964 |
CECILCO8+ years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $44,467 |
PROSPERA FINANCIAL SERVICES8+ years Filed as: PROSPERA FINANCIAL Service code 27 5429 LBJ FREEWAY · DALLAS, TX 75240 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,544 | $72,254-32.8% | $86,677-44.0% | $64,808-25.1% |
| Participation rate | 88.4% | 80.4%+8.0pp | 76.6%+11.8pp | 71.5%+16.9pp |
| Annual return | -14.50% | 392.42%-406.9pp | 35.91%-50.4pp | 32.82%-47.3pp |
| Employer contribution / active EE | $1,959 | $2,393-18.1% | $2,836-30.9% | $2,506-21.8% |
| Participant deferral / active EE | $5,592 | $4,658+20.1% | $4,656+20.1% | $4,310+29.7% |
| Admin fee / account holder | $211 | $174+21.4% | $7,493-97.2% | $188+12.4% |