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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $35,890 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Service code 27 · EIN 59-2937883 P O BOX 14527 · ST PETERSBURG, FL 337334527 | Advisory (Plan) | $21,942 |
Filed as: NEXUS ADMINISTRATORS, ININC Service code 13 · EIN 77-0586222 7525 N CEDAR AVE SUITE 109 · FRESNO, CA 93720 | Contract Administrator | $3,039 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,368 | $73,638-43.8% | $95,952-56.9% | $73,488-43.7% |
| Participation rate | 75.8% | 76.2%-0.4pp | 77.1%-1.3pp | 70.7%+5.1pp |
| Annual return | 14.56% | 16.78%-2.2pp | 91.61%-77.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $2 | $1,863-99.9% | $2,541-99.9% | $2,270-99.9% |
| Participant deferral / active EE | $2,470 | $3,617-31.7% | $4,167-40.7% | $3,740-33.9% |
| Admin fee / account holder | $330 | $482-31.6% | $6,795-95.2% | $513-35.8% |