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 CONSULTANTS6 years Service code 13 · EIN 27-1186851 10933 TRADE CENTER DRIVE, STE 100 · RANCHO CORDOVA, CA 95670 | Contract Administrator | $17,809 |
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 | $90,329 | $119,446-24.4% | $150,045-39.8% | $85,563+5.6% |
| Participation rate | 80.7% | 75.4%+5.3pp | 82.3%-1.6pp | 66.0%+14.7pp |
| Annual return | 16.29% | 23.72%-7.4pp | 62.55%-46.3pp | 31.51%-15.2pp |
| Employer contribution / active EE | $4,806 | $4,078+17.8% | $4,693+2.4% | $2,654+81.1% |
| Participant deferral / active EE | $11,442 | $7,985+43.3% | $7,997+43.1% | $4,375+161.5% |
| Admin fee / account holder | $42 | $548-92.3% | $13,435-99.7% | $834-95.0% |