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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $37,893 |
RAYMOND JAMES FINANCIAL SERVICES9+ years Service code 27 · EIN 59-2937883 P O BOX 14527 · ST PETERSBURG, FL 337334527 | Advisory (Plan) | $20,308 |
NEXUS ADMINISTRATORS, INC.4 years Filed as: NEXUS ADMINISTRATORS, ININC Service code 13 · EIN 77-0586222 7525 N CEDAR AVE SUITE 109 · FRESNO, CA 93720 | Contract Administrator | $4,762 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,291 | $76,050-47.0% | $96,544-58.3% | $71,457-43.6% |
| Participation rate | 64.0% | 74.4%-10.4pp | 76.0%-11.9pp | 67.9%-3.9pp |
| Annual return | 13.35% | 22.81%-9.5pp | 25.84%-12.5pp | 28.85%-15.5pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,203 | $4,215-47.7% | $4,851-54.6% | $4,289-48.6% |
| Admin fee / account holder | $572 | $2,707-78.9% | $8,252-93.1% | $1,587-63.9% |