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 |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $61,502 |
PROSPERA FINANCIAL SERVICES5 years Service code 27 5429 LBJ FRWY, SUITE 400 · DALLAS, TX 75240 | Advisory (Plan) | $14,814 |
CECILCO5 years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $12,157 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,424 | $52,670-57.4% | $90,404-75.2% | $73,409-69.5% |
| Participation rate | 93.8% | 67.7%+26.2pp | 72.7%+21.2pp | 72.2%+21.7pp |
| Annual return | 14.67% | 20.70%-6.0pp | 1293.02%-1278.3pp | 59.29%-44.6pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,080 | $2,807+45.4% | $3,963+2.9% | $3,805+7.2% |
| Admin fee / account holder | $127 | $117+8.7% | $5,611-97.7% | $158-19.6% |