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 |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $56,748 |
CECILCO3 years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $13,617 |
PROSPERA FINANCIAL SERVICES3 years Service code 27 5429 LBJ FRWY, SUITE 400 · DALLAS, TX 75240 | Advisory (Plan) | $13,510 |
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 | $18,432 | $44,873-58.9% | $79,464-76.8% | $56,287-67.3% |
| Participation rate | 81.9% | 68.7%+13.1pp | 73.3%+8.5pp | 69.9%+12.0pp |
| Annual return | -5.94% | 0.81%-6.8pp | 718.14%-724.1pp | -9.96%+4.0pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,446 | $2,746+25.5% | $3,704-7.0% | $3,350+2.9% |
| Admin fee / account holder | $174 | $418-58.4% | $5,113-96.6% | $521-66.6% |