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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $121,669 |
CECILCO6+ years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $53,631 |
PROSPERA FINANCIAL SERVICES6+ years Service code 27 | Advisory (Plan) | $6,641 |
PROSPERA FINANCIAL SERVICES6+ years Filed as: PROSPERA FINANCIAL SERVICE, INC. Service code 27 5429 LBJ FRWY, SUITE 400 · DALLAS, TX 75240 | Advisory (Plan) | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,210 | $91,517-77.9% | $101,248-80.0% | $73,409-72.5% |
| Participation rate | 73.1% | 73.8%-0.7pp | 75.8%-2.8pp | 72.2%+0.9pp |
| Annual return | 13.85% | 17.17%-3.3pp | 46.47%-32.6pp | 59.29%-45.4pp |
| Employer contribution / active EE | $332 | $2,877-88.5% | $3,660-90.9% | $2,234-85.1% |
| Participant deferral / active EE | $1,811 | $3,338-45.8% | $4,370-58.6% | $3,805-52.4% |
| Admin fee / account holder | $174 | $216-19.4% | $5,945-97.1% | $158+10.2% |