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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $39,201 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Service code 27 · EIN 59-2937883 P O BOX 14527 · ST PETERSBURG, FL 337334527 | Advisory (Plan) | $21,312 |
NEXUS ADMINISTRATORS, INC.3 years Filed as: NEXUS ADMINISTRATORS, ININC Service code 13 · EIN 77-0586222 7525 N CEDAR AVE SUITE 109 · FRESNO, CA 93720 | Contract Administrator | $3,939 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,030 | $65,435-46.5% | $86,677-59.6% | $66,914-47.6% |
| Participation rate | 64.1% | 75.5%-11.3pp | 76.6%-12.5pp | 69.8%-5.7pp |
| Annual return | -14.52% | -10.89%-3.6pp | 35.91%-50.4pp | 1.58%-16.1pp |
| Employer contribution / active EE | $4 | $2,153-99.8% | $2,836-99.9% | $2,544-99.8% |
| Participant deferral / active EE | $2,889 | $4,100-29.5% | $4,656-37.9% | $4,237-31.8% |
| Admin fee / account holder | $542 | $642-15.6% | $7,493-92.8% | $593-8.7% |