See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $95,524 |
CECILCO10+ years Service code 13 · EIN 75-2452820 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $42,280 |
NATIONWIDE10+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $31,937 |
BAIRD FUNDS1 year Filed as: ROBERT CECIL JR Service code 26 · EIN 43-4923457 4020 OLD ORCHARD DR · PLANO, TX 75023 | Advisory (Participants) | $16,292 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,237 | $82,917-58.7% | $103,333-66.9% | $77,643-55.9% |
| Participation rate | 69.0% | 71.6%-2.5pp | 74.5%-5.5pp | 70.6%-1.5pp |
| Annual return | 12.61% | 19.13%-6.5pp | 24.88%-12.3pp | 31.24%-18.6pp |
| Employer contribution / active EE | $444 | $3,552-87.5% | $3,868-88.5% | $2,726-83.7% |
| Participant deferral / active EE | $2,326 | $4,108-43.4% | $5,057-54.0% | $4,647-49.9% |
| Admin fee / account holder | $231 | $638-63.8% | $8,355-97.2% | $430-46.3% |