See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PROACCOUNTS1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $173,691 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $80,365 |
PROSPERA FINANCIAL SERVICES10+ years Filed as: PROSPERA FINANCIAL Service code 27 5429 LBJ FREEWAY · DALLAS, TX 75240 | Advisory (Plan) | $44,912 |
CECILCO10+ years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $23,337 |
BAIRD FUNDS1 year Filed as: ROBERT CECIL JR Service code 26 · EIN 43-4923457 14881 QUORUM DRIVE · DALLAS, TX 75240 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,048 | $88,890-33.6% | $102,423-42.3% | $77,643-23.9% |
| Participation rate | 85.6% | 80.9%+4.7pp | 76.5%+9.1pp | 70.6%+15.1pp |
| Annual return | 10.64% | 24.98%-14.3pp | 29.32%-18.7pp | 31.24%-20.6pp |
| Employer contribution / active EE | $2,848 | $2,698+5.6% | $3,023-5.8% | $2,726+4.5% |
| Participant deferral / active EE | $5,669 | $5,145+10.2% | $5,053+12.2% | $4,647+22.0% |
| Admin fee / account holder | $276 | $235+17.0% | $9,451-97.1% | $430-36.0% |