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 |
|---|---|---|
NEXUS ADMINISTRATORS, INC.3 years Service code 13 · EIN 77-0586222 735 W. ALLUVIAL AVE., SUITE 101 · FRESNO, CA 93711 | Contract Administrator | $14,854 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 · EIN 84-0467907 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,397 |
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 | $47,068 | $54,701-14.0% | $86,188-45.4% | $71,457-34.1% |
| Participation rate | 96.5% | 60.1%+36.4pp | 69.0%+27.6pp | 67.9%+28.6pp |
| Annual return | 20.24% | 20.06%+0.2pp | 1168.45%-1148.2pp | 28.85%-8.6pp |
| Employer contribution / active EE | $1,228 | $1,265-3.0% | $2,380-48.4% | $2,588-52.6% |
| Participant deferral / active EE | $3,766 | $3,108+21.2% | $3,985-5.5% | $4,289-12.2% |
| Admin fee / account holder | $280 | $1,922-85.4% | $6,852-95.9% | $1,587-82.3% |