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 |
|---|---|---|
NATIONWIDE5 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $30,317 |
REGENCY INVESTMENT ADVISORS2 years Service code 22 · EIN 77-0034491 1312 W HERNDON AVE · FRESNO, CA 93711 | Insurance Broker | $18,285 |
Filed as: NEXUS ADMINISTRATORS, INC Service code 13 · EIN 77-0586222 7525 N CEDAR AVE · FRESNO, CA 93720 | Contract Administrator | $625 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,569 | $58,879+21.6% | $178,490-59.9% | $73,488-2.6% |
| Participation rate | 72.7% | 66.2%+6.5pp | 81.9%-9.2pp | 70.7%+2.0pp |
| Annual return | 18.41% | 24.86%-6.4pp | 151.07%-132.7pp | 28.51%-10.1pp |
| Employer contribution / active EE | $2,108 | $2,236-5.7% | $5,011-57.9% | $2,270-7.1% |
| Participant deferral / active EE | $14,980 | $2,567+483.5% | $5,202+188.0% | $3,740+300.6% |
| Admin fee / account holder | $135 | $400-66.3% | $13,984-99.0% | $513-73.7% |