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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $36,881 |
CECILCO3+ years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $21,634 |
PROSPERA FINANCIAL SERVICES3+ years Filed as: PROSPERA FINANCIAL SERVICES, INC Service code 27 · EIN 75-1832551 5429 LBJ FRWY, SUITE 400 · DALLAS, TX 75240 | Advisory (Plan) | $7,446 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,660 | $45,324-50.0% | $122,332-81.5% | $69,631-67.5% |
| Participation rate | 47.4% | 59.9%-12.5pp | 71.6%-24.2pp | 70.7%-23.3pp |
| Annual return | 16.00% | 25.35%-9.3pp | 30.27%-14.3pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $350 | $1,230-71.5% | $4,050-91.4% | $2,032-82.8% |
| Participant deferral / active EE | $1,502 | $2,367-36.5% | $3,287-54.3% | $3,224-53.4% |
| Admin fee / account holder | $141 | $87+61.5% | $5,478-97.4% | $110+27.3% |