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 |
|---|---|---|
Filed as: UBS FINANCIAL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $21,337 |
Service code 64 · EIN 01-0123334 | Recordkeeping Fees | $11,095 |
Filed as: NEXUS ADMINISTRATORS,INC. Service code 13 · EIN 77-0586222 | Contract Administrator | $5,318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,127 | $59,417+58.4% | $93,606+0.6% | $74,495+26.4% |
| Participation rate | 56.8% | 59.7%-2.9pp | 68.7%-11.9pp | 67.2%-10.4pp |
| Annual return | 19.29% | 81.83%-62.5pp | 133.20%-113.9pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,439 | $3,050+12.8% | $4,411-22.0% | $4,346-20.9% |
| Admin fee / account holder | $626 | $3,021-79.3% | $8,285-92.4% | $1,942-67.8% |