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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $62,530 |
CECILCO2+ years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $37,552 |
PROSPERA FINANCIAL SERVICES2+ years Service code 27 | Advisory (Plan) | $3,242 |
PROSPERA FINANCIAL SERVICES2+ years Filed as: PROSPERA FINANCIAL SERVICE, INC. Service code 27 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,887 | $57,921-77.8% | $84,750-84.8% | $57,658-77.7% |
| Participation rate | 64.7% | 72.9%-8.3pp | 76.6%-11.9pp | 70.2%-5.6pp |
| Annual return | 5.95% | 10.24%-4.3pp | 22.78%-16.8pp | 5.13%+0.8pp |
| Employer contribution / active EE | $2 | $2,598-99.9% | $3,574-100.0% | $1,974-99.9% |
| Participant deferral / active EE | $1,152 | $2,742-58.0% | $3,712-69.0% | $3,061-62.3% |
| Admin fee / account holder | $125 | $130-3.5% | $5,332-97.7% | $95+32.4% |