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 |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,488 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $5,488 |
NICHOLAS PENSION CONSULTANTS6+ years Service code 13 · EIN 27-1186851 10933 TRADE CENTER DRIVE · RANCHO CORDOVA, CA 95670 | Contract Administrator | $5,195 |
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 | $74,950 | $56,152+33.5% | $185,823-59.7% | $73,409+2.1% |
| Participation rate | 33.2% | 67.6%-34.4pp | 78.0%-44.9pp | 72.2%-39.0pp |
| Annual return | 19.68% | 17.59%+2.1pp | 35.95%-16.3pp | 59.29%-39.6pp |
| Employer contribution / active EE | $1,115 | $1,532-27.2% | $4,087-72.7% | $2,234-50.1% |
| Participant deferral / active EE | $2,174 | $3,659-40.6% | $5,632-61.4% | $3,805-42.9% |
| Admin fee / account holder | $13 | $132-90.0% | $9,500-99.9% | $158-91.6% |