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 4-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 RET PLAN SERVICES, INC. Service code 12 · EIN 59-3664112 10407 CENTURION PARKWAY NORTH · JACKSONVILLE, FL 32256 | Participant loan processing; Named fi... | $438,426 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,905 | $122,693-71.6% | $184,203-81.1% | $199,593-82.5% |
| Participation rate | 71.5% | 86.8%-15.3pp | 86.8%-15.3pp | 72.0%-0.4pp |
| Annual return | 59.53% | 143.91%-84.4pp | 28.81%+30.7pp | 34.25%+25.3pp |
| Employer contribution / active EE | $1,545 | $4,584-66.3% | $6,427-76.0% | $3,034-49.1% |
| Participant deferral / active EE | $2,871 | $7,990-64.1% | $9,131-68.6% | $5,087-43.6% |
| Admin fee / account holder | $191 | $121+58.8% | $13,901-98.6% | $269-28.8% |