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 |
|---|---|---|
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $62,344 |
NATIONWIDE7 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $30,967 |
CECILCO7 years Service code 13 · EIN 43-4923457 14881 QUORUM DR · DALLAS, TX 75254 | Contract Administrator | $21,601 |
PROSPERA FINANCIAL SERVICES7 years Service code 27 | Advisory (Plan) | $18,031 |
BAIRD FUNDS1 year Filed as: ROBERT CECIL JR Service code 26 · EIN 43-0923457 14881 QUORUM DRIVE · DALLAS, TX 75240 | Advisory (Participants) | $9,244 |
PROSPERA FINANCIAL SERVICES6 years Filed as: PROSPERA FINANCIAL SERVICES, INC Service code 27 · EIN 75-1832551 5429 LBJ FRW · DALLAS, TX 75240 | Advisory (Plan) | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,626 | $88,982-31.9% | $102,438-40.8% | $77,671-21.9% |
| Participation rate | 65.7% | 80.9%-15.2pp | 76.5%-10.8pp | 70.6%-4.8pp |
| Annual return | 11.19% | 25.01%-13.8pp | 29.37%-18.2pp | 31.21%-20.0pp |
| Employer contribution / active EE | $1,337 | $2,698-50.4% | $3,024-55.8% | $2,726-50.9% |
| Participant deferral / active EE | $2,452 | $5,144-52.3% | $5,054-51.5% | $4,648-47.2% |
| Admin fee / account holder | $164 | $236-30.4% | $9,448-98.3% | $430-61.9% |