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 |
|---|---|---|
DEL MAR WEALTH MANAGEMENT2 years Filed as: DEL CARLO FINANCIAL Service code 26 | Advisory (Participants) | $19,645 |
Filed as: NEXUS ADMINISTRATORS INC Service code 13 · EIN 77-0586222 | Contract Administrator | $12,398 |
PCS RETIREMENT, LLC2 years Filed as: PCS RETIREMENT Service code 15 · EIN 23-3038464 | Recordkeeping | $10,676 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,225 | $59,402+40.1% | $93,654-11.1% | $74,546+11.6% |
| Participation rate | 37.6% | 59.7%-22.1pp | 68.7%-31.2pp | 67.2%-29.7pp |
| Annual return | 15.71% | 81.86%-66.1pp | 133.34%-117.6pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $632 | $1,265-50.1% | $2,421-73.9% | $2,624-75.9% |
| Participant deferral / active EE | $2,431 | $3,049-20.3% | $4,413-44.9% | $4,347-44.1% |
| Admin fee / account holder | $574 | $3,023-81.0% | $8,282-93.1% | $1,944-70.5% |