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 3-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 |
|---|---|---|
Filed as: NESTEGGS RETIREMENT PLAN SVCS, INC. Service code 12 · EIN 59-3664112 | Recordkeeping fees; Recordkeeping and... | $56,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,212 | $40,385-5.4% | $80,569-52.6% | $74,419-48.7% |
| Participation rate | 66.3% | 47.4%+18.9pp | 67.0%-0.7pp | 70.7%-4.4pp |
| Annual return | 152.77% | 164.85%-12.1pp | 935.43%-782.7pp | 34.38%+118.4pp |
| Employer contribution / active EE | $1,835 | $1,496+22.7% | $2,723-32.6% | $2,637-30.4% |
| Participant deferral / active EE | $3,923 | $2,674+46.7% | $4,447-11.8% | $4,528-13.4% |
| Admin fee / account holder | $155 | $720-78.5% | $5,377-97.1% | $348-55.6% |