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 CONSULTANTS8+ years Service code 49 · EIN 27-1186851 10933 TRADE CENTER DRIVE · RANCHO CORDOVA, CA 95670 | Other Services | $6,225 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $4,256 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,557 | $50,458+14.1% | $159,960-64.0% | $64,808-11.2% |
| Participation rate | 33.7% | 68.0%-34.3pp | 78.0%-44.3pp | 71.5%-37.8pp |
| Annual return | -17.87% | -13.42%-4.4pp | 408.60%-426.5pp | 32.82%-50.7pp |
| Employer contribution / active EE | $1,357 | $1,722-21.2% | $4,226-67.9% | $2,506-45.8% |
| Participant deferral / active EE | $2,678 | $4,004-33.1% | $6,182-56.7% | $4,310-37.9% |
| Admin fee / account holder | $19 | $706-97.3% | $8,698-99.8% | $188-89.9% |