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 ADMINISTRATORS1+ years Service code 15 · EIN 94-2695108 | Recordkeeping | $12,445 |
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $3,525 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,549 | $70,002+45.1% | $115,037-11.7% | $52,331+94.1% |
| Participation rate | 87.5% | 72.1%+15.4pp | 81.4%+6.1pp | 68.1%+19.4pp |
| Annual return | -0.37% | 4.04%-4.4pp | 26.14%-26.5pp | 4.54%-4.9pp |
| Employer contribution / active EE | $8,707 | $2,715+220.7% | $4,608+89.0% | $1,882+362.7% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $111 | $566-80.4% | $8,175-98.6% | $592-81.3% |