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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,355 |
CECILCO1+ years Service code 13 14881 QUORUM DRIVE · DALLAS, TX 752546725 | Contract Administrator | $12,352 |
R.C. NEAL, P.C.1+ years Filed as: R.C. NEAL P.C. Service code 10 RALPH NEAL, CPA · IRVING, TX 75062 | Accounting | $6,300 |
PROSPERA FINANCIAL SERVICES1+ years Filed as: PROSPERA Service code 27 | Advisory (Plan) | $4,401 |
PROSPERA FINANCIAL SERVICES1+ years Filed as: PROSPERA FINANCIAL SERVICES, INC. Service code 27 5429 LBJ FRWY · DALLAS, TX 75240 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,926 | $52,519+6.5% | $155,790-64.1% | $59,632-6.2% |
| Participation rate | 40.9% | 61.7%-20.8pp | 76.1%-35.2pp | 68.7%-27.8pp |
| Annual return | 1.29% | 53.51%-52.2pp | 71.54%-70.3pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,256 | $3,084-26.9% | $4,797-53.0% | $3,192-29.3% |
| Admin fee / account holder | $597 | $3,540-83.1% | $7,478-92.0% | $4,297-86.1% |