Filed July 31, 2026
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 |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $36,184 |
CECILCO1 year Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $12,237 |
Service code 27 5429 LBJ FRWY, SUITE 400 · DALLAS, TX 75240 | Advisory (Plan) | $10,381 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,319 | $43,423-2.5% | $78,689-46.2% | $55,167-23.3% |
| Participation rate | 59.3% | 68.0%-8.8pp | 73.6%-14.3pp | 69.0%-9.7pp |
| Annual return | 8.29% | 11.53%-3.2pp | 62.18%-53.9pp | 169.23%-160.9pp |
| Employer contribution / active EE | $4,197 | $1,997+110.2% | $2,851+47.2% | $1,963+113.9% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $176 | $416-57.6% | $4,510-96.1% | $504-65.0% |