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 |
|---|---|---|
PEN-CAL ADMINISTRATORS3+ years Service code 15 · EIN 94-2695108 | Recordkeeping | $26,450 |
NFP RETIREMENT INC3+ years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $7,646 |
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 | $75,649 | $80,753-6.3% | $136,294-44.5% | $62,292+21.4% |
| Participation rate | 84.8% | 73.5%+11.3pp | 81.9%+2.9pp | 69.5%+15.3pp |
| Annual return | 18.27% | 35.83%-17.6pp | 5155.94%-5137.7pp | 28.90%-10.6pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,935 | $5,164-4.4% | $6,247-21.0% | $3,169+55.7% |
| Admin fee / account holder | $113 | $525-78.4% | $9,243-98.8% | $479-76.4% |