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 |
|---|---|---|
NEXUS ADMINISTRATORS, INC.3 years Filed as: NEXUS ADMINISTRATORS INC Service code 13 · EIN 77-0586222 735 W ALLUVIAL AVE SUITE 101 · FRENO, CA 93711 | Contract Administrator | $5,952 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,247 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,514 | $22,587+70.5% | $65,255-41.0% | $75,163-48.8% |
| Participation rate | 90.7% | 63.1%+27.6pp | 65.0%+25.7pp | 67.2%+23.5pp |
| Annual return | 18.73% | 71.03%-52.3pp | 47.35%-28.6pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,321 | $941+146.8% | $1,691+37.3% | $2,670-13.0% |
| Participant deferral / active EE | $3,988 | $1,695+135.3% | $2,831+40.9% | $4,125-3.3% |
| Admin fee / account holder | $76 | $1,876-96.0% | $4,112-98.2% | $5,651-98.7% |