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 7-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 |
|---|---|---|
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $21,406 |
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,152 |
CECILCO2 years Service code 13 · EIN 43-4923457 14881 QUORUM DR · DALLAS, TX 75254 | Contract Administrator | $9,596 |
PROSPERA FINANCIAL SERVICES2 years Filed as: PROSPERA FINANCAIL SERVICES Service code 27 | Advisory (Plan) | $8,330 |
PROSPERA FINANCIAL SERVICES2 years Service code 27 · EIN 75-1832551 5429 LBJ FRW · DALLAS, TX 75240 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,130 | $44,960-53.0% | $84,966-75.1% | $74,495-71.6% |
| Participation rate | 83.8% | 49.4%+34.4pp | 67.5%+16.3pp | 67.2%+16.6pp |
| Annual return | 10.03% | 26.24%-16.2pp | 66.38%-56.3pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $1,423 | $1,457-2.3% | $2,727-47.8% | $2,623-45.7% |
| Participant deferral / active EE | $5,000 | $2,731+83.1% | $4,519+10.6% | $4,346+15.0% |
| Admin fee / account holder | $160 | $2,209-92.8% | $6,149-97.4% | $1,942-91.8% |