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: NESTEGGS RETIREMENT PLAN SVCS, INC Service code 12 · EIN 59-3664112 10407 CENTURION PARKWAY NORTH · JACKSONVILLE, FL 32256 | Named fiduciary; Recordkeeping and in... | $48,683 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,671 | $50,820-25.9% | $155,567-75.8% | $77,671-51.5% |
| Participation rate | 32.4% | 63.1%-30.8pp | 78.2%-45.8pp | 70.6%-38.2pp |
| Annual return | 9.21% | 34.85%-25.6pp | 64.74%-55.5pp | 31.21%-22.0pp |
| Employer contribution / active EE | $490 | $1,993-75.4% | $4,674-89.5% | $2,726-82.0% |
| Participant deferral / active EE | $1,487 | $2,823-47.3% | $5,628-73.6% | $4,648-68.0% |
| Admin fee / account holder | $315 | $436-27.7% | $15,916-98.0% | $430-26.7% |