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 |
|---|---|---|
Filed as: NEXUS ADMINISTRATORS Service code 13 · EIN 77-0586222 735 W ALLUVIAL AVE SUITE 101 · FRESNO, CA 93711 | Contract Administrator | $17,435 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL LLP Service code 34 · EIN 75-0786316 2821 W 7TH ST SUITE 700 · FORT WORTH, TX 76107 | Valuation (appraisals, etc.) | $12,360 |
ESOP LAW GROUP1 year Filed as: EMPLOYEE BENEFITS LAW GROUP Service code 29 · EIN 68-0195995 11231 GOLD EXPRESS DR UNIT 108 · GOLD RIVER, CA 95670 | Legal | $2,484 |
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 | $37,886 | $79,171-52.1% | $102,423-63.0% | $74,495-49.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 3.61% | 54.93%-51.3pp | 29.32%-25.7pp | 1364.94%-1361.3pp |
| Employer contribution / active EE | $4,142 | $2,362+75.3% | $3,023+37.0% | $2,623+57.9% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $170 | $2,001-91.5% | $9,451-98.2% | $1,942-91.3% |