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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $43,308 |
RAYMOND JAMES FINANCIAL SERVICES7+ years Service code 27 · EIN 59-2937883 P O BOX 14527 · ST PETERSBURG, FL 337334527 | Advisory (Plan) | $25,952 |
NEXUS ADMINISTRATORS, INC.2 years Filed as: NEXUS ADMINISTRATORS, ININC Service code 13 · EIN 77-0586222 7525 N CEDAR AVE SUITE 109 · FRESNO, CA 93720 | Contract Administrator | $3,851 |
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.)
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 | $44,167 | $84,936-48.0% | $111,297-60.3% | $79,386-44.4% |
| Participation rate | 70.0% | 75.9%-5.9pp | 77.3%-7.3pp | 70.7%-0.7pp |
| Annual return | 10.97% | 17.45%-6.5pp | 54.65%-43.7pp | 116.85%-105.9pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,710 | $3,888-30.3% | $4,487-39.6% | $4,046-33.0% |
| Admin fee / account holder | $585 | $537+8.9% | $7,964-92.7% | $626-6.6% |