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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $81,975 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 120 VANTIS DR SUITE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $39,332 |
NEXUS ADMINISTRATORS, INC.2 years Filed as: NEXUS ADMINISTRATORS Service code 13 · EIN 77-0586222 735 W ALLUVIAL AVE SUITE 101 · FRESNO, CA 93711 | Contract Administrator | $18,547 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,466 | $50,982-1.0% | $154,803-67.4% | $85,563-41.0% |
| Participation rate | 54.5% | 59.8%-5.3pp | 78.1%-23.6pp | 66.0%-11.4pp |
| Annual return | 18.42% | 30.35%-11.9pp | 58.88%-40.5pp | 31.51%-13.1pp |
| Employer contribution / active EE | $1,403 | $1,708-17.8% | $4,305-67.4% | $2,654-47.1% |
| Participant deferral / active EE | $2,814 | $2,474+13.7% | $5,540-49.2% | $4,375-35.7% |
| Admin fee / account holder | $206 | $846-75.6% | $14,329-98.6% | $834-75.3% |