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 |
|---|---|---|
NICHOLAS PENSION CONSULTANTS1+ years Service code 13 · EIN 27-1186851 10933 TRADE CENTER DRIVE · RANCHO CORDOVA, CA 95670 | Contract Administrator | $7,161 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $4,221 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,337 | $44,229-15.6% | $155,790-76.0% | $55,191-32.4% |
| Participation rate | 31.5% | 60.8%-29.3pp | 76.1%-44.6pp | 69.2%-37.7pp |
| Annual return | -0.75% | 0.37%-1.1pp | 71.54%-72.3pp | 10.78%-11.5pp |
| Employer contribution / active EE | $779 | $1,317-40.9% | $3,836-79.7% | $1,899-59.0% |
| Participant deferral / active EE | $1,400 | $2,851-50.9% | $4,797-70.8% | $3,046-54.0% |
| Admin fee / account holder | $45 | $86-47.8% | $7,478-99.4% | $91-50.5% |