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 | $35,904 |
CECILCO4+ years Service code 13 14881 QUORUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $14,147 |
NATIONWIDE4+ years Filed as: NATIOWNIDE Service code 15 | Recordkeeping | $5,222 |
PROSPERA FINANCIAL SERVICES4+ years Service code 27 5429 LBJ FRW · DALLAS, TX 75240 | Advisory (Plan) | $1,784 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,687 | $23,224-71.2% | $71,086-90.6% | $55,725-88.0% |
| Participation rate | 70.6% | 37.9%+32.7pp | 54.7%+15.9pp | 70.9%-0.3pp |
| Annual return | -3.35% | -2.87%-0.5pp | 650.59%-653.9pp | 244.93%-248.3pp |
| Employer contribution / active EE | $307 | $436-29.7% | $1,088-71.8% | $2,078-85.2% |
| Participant deferral / active EE | $225 | $929-75.8% | $1,874-88.0% | $3,356-93.3% |
| Admin fee / account holder | $58 | $118-50.6% | $3,082-98.1% | $115-49.4% |