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 | $46,260 |
CECILCO8+ years Service code 13 14881 QUORUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $16,914 |
NATIONWIDE8+ years Filed as: NATIOWNIDE Service code 15 | Recordkeeping | $3,781 |
PROSPERA FINANCIAL SERVICES8+ years Service code 27 5429 LBJ FRW · DALLAS, TX 75240 | Advisory (Plan) | $2,609 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,510 | $30,086-75.0% | $61,373-87.8% | $64,808-88.4% |
| Participation rate | 89.9% | 36.4%+53.5pp | 52.6%+37.3pp | 71.5%+18.4pp |
| Annual return | -14.59% | -13.99%-0.6pp | 338.61%-353.2pp | 32.82%-47.4pp |
| Employer contribution / active EE | $447 | $536-16.6% | $1,159-61.4% | $2,506-82.1% |
| Participant deferral / active EE | $367 | $1,126-67.4% | $2,125-82.7% | $4,310-91.5% |
| Admin fee / account holder | $54 | $148-63.3% | $2,130-97.5% | $188-71.1% |