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: COMMONWEALTH EQUITY SERVICES Service code 99 | Other Fees | $30,158 |
NEXUS ADMINISTRATORS, INC.2 years Filed as: NEXUS ADMINISTRATORS Service code 49 | Other Services | $4,290 |
MORNINGSTAR8 years Service code 27 | Advisory (Plan) | $1,197 |
Service code 99 · EIN 04-2675571 P O BOX 990067 · HARTFORD, CT 061990067 | Other Fees | $0 |
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 | $93,312 | $87,870+6.2% | $113,168-17.5% | $74,304+25.6% |
| Participation rate | 50.0% | 70.7%-20.7pp | 76.6%-26.6pp | 60.3%-10.3pp |
| Annual return | 11.21% | 26.44%-15.2pp | 24.27%-13.1pp | 29.43%-18.2pp |
| Employer contribution / active EE | $1,107 | $2,277-51.4% | $2,975-62.8% | $2,241-50.6% |
| Participant deferral / active EE | $2,738 | $4,241-35.4% | $5,107-46.4% | $3,767-27.3% |
| Admin fee / account holder | $430 | $3,368-87.2% | $12,068-96.4% | $2,969-85.5% |