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 |
|---|---|---|
NATIONWIDE8 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $86,138 |
PROSPERA FINANCIAL SERVICES8 years Service code 27 5429 LBJ FRWY, SUITE 400 · DALLAS, TX 75240 | Advisory (Plan) | $23,994 |
CECILCO8 years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $22,273 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,679 | $52,208-56.6% | $86,612-73.8% | $74,419-69.5% |
| Participation rate | 87.7% | 66.3%+21.4pp | 71.7%+16.0pp | 70.7%+17.0pp |
| Annual return | 16.87% | 44.46%-27.6pp | 591.07%-574.2pp | 34.38%-17.5pp |
| Employer contribution / active EE | $71 | $2,282-96.9% | $3,022-97.7% | $2,637-97.3% |
| Participant deferral / active EE | $4,728 | $3,383+39.7% | $4,438+6.5% | $4,528+4.4% |
| Admin fee / account holder | $123 | $319-61.6% | $5,614-97.8% | $348-64.8% |