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 | $43,940 |
CECILCO4+ years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $27,074 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $2,521 |
PROSPERA FINANCIAL SERVICES4+ years Filed as: PROSPERA FINANCIAL SERVICES, INC Service code 27 · EIN 75-1832551 5429 LBJ FRWY, SUITE 400 · DALLAS, TX 75240 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,919 | $407,990-87.5% | $121,196-58.0% | $75,289-32.4% |
| Participation rate | 57.5% | 59.5%-2.0pp | 71.7%-14.3pp | 72.4%-14.9pp |
| Annual return | 660.03% | 2.93%+657.1pp | 16.93%+643.1pp | -0.04%+660.1pp |
| Employer contribution / active EE | $335 | $1,846-81.8% | $4,022-91.7% | $2,405-86.1% |
| Participant deferral / active EE | $998 | $2,201-54.6% | $3,344-70.1% | $3,739-73.3% |
| Admin fee / account holder | $79 | $455-82.7% | $5,019-98.4% | $102-22.9% |