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 |
|---|---|---|
NATIONWIDE7 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $83,518 |
CECILCO7 years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $23,240 |
PROSPERA FINANCIAL SERVICES7 years Service code 27 5429 LBJ FRWY, SUITE 400 · DALLAS, TX 75240 | Advisory (Plan) | $22,224 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,253 | $47,722-53.4% | $82,719-73.1% | $64,808-65.7% |
| Participation rate | 91.2% | 67.6%+23.6pp | 72.6%+18.6pp | 71.5%+19.7pp |
| Annual return | -16.39% | -13.05%-3.3pp | 701.18%-717.6pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1 | $2,179-100.0% | $3,009-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,682 | $3,329+40.6% | $4,395+6.5% | $4,310+8.6% |
| Admin fee / account holder | $145 | $143+1.2% | $5,329-97.3% | $188-23.0% |