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 |
|---|---|---|
NATIONWIDE6 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $84,627 |
PROSPERA FINANCIAL SERVICES6 years Service code 27 5429 LBJ FRWY, SUITE 400 · DALLAS, TX 75240 | Advisory (Plan) | $21,545 |
CECILCO6 years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $17,242 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,456 | $58,290-58.0% | $98,442-75.2% | $86,799-71.8% |
| Participation rate | 91.4% | 68.3%+23.1pp | 73.3%+18.1pp | 72.3%+19.2pp |
| Annual return | 18.19% | 43.48%-25.3pp | 1492.73%-1474.5pp | 97.91%-79.7pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,960-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,519 | $3,152+43.4% | $4,276+5.7% | $4,131+9.4% |
| Admin fee / account holder | $140 | $138+1.7% | $5,949-97.6% | $170-17.4% |