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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $41,436 |
RAYMOND JAMES FINANCIAL SERVICES10+ years Service code 27 · EIN 59-2937883 P O BOX 14527 · ST PETERSBURG, FL 337334527 | Advisory (Plan) | $22,272 |
Filed as: NEXUS ADMINISTRATORS Service code 13 · EIN 77-0586222 7525 N CEDAR AVE SUITE 109 · FRESNO, CA 93720 | Contract Administrator | $15,737 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,221 | $79,171-50.5% | $102,423-61.7% | $74,495-47.4% |
| Participation rate | 61.5% | 74.8%-13.3pp | 76.5%-15.0pp | 67.2%-5.7pp |
| Annual return | 10.67% | 54.93%-44.3pp | 29.32%-18.7pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,331 | $4,415-47.2% | $5,053-53.9% | $4,346-46.4% |
| Admin fee / account holder | $534 | $2,001-73.3% | $9,451-94.4% | $1,942-72.5% |