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 |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $49,483 |
CECILCO4 years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $13,877 |
PROSPERA FINANCIAL SERVICES4 years Service code 27 5429 LBJ FRWY, SUITE 400 · DALLAS, TX 75240 | Advisory (Plan) | $12,165 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,740 | $51,620-61.8% | $90,281-78.1% | $65,185-69.7% |
| Participation rate | 92.7% | 68.6%+24.1pp | 73.3%+19.4pp | 70.2%+22.5pp |
| Annual return | 23.95% | 24.94%-1.0pp | 78.10%-54.1pp | 29.38%-5.4pp |
| Employer contribution / active EE | $11 | $2,235-99.5% | $2,854-99.6% | $2,177-99.5% |
| Participant deferral / active EE | $3,472 | $2,871+21.0% | $3,885-10.6% | $3,514-1.2% |
| Admin fee / account holder | $129 | $384-66.3% | $5,351-97.6% | $847-84.7% |