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 | $15,213 |
NFP RETIREMENT INC3+ years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $8,817 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $119,969 | $80,753+48.6% | $136,294-12.0% | $62,292+92.6% |
| Participation rate | 97.4% | 73.5%+23.9pp | 81.9%+15.5pp | 69.5%+27.9pp |
| Annual return | 13.45% | 35.83%-22.4pp | 5155.94%-5142.5pp | 28.90%-15.4pp |
| Employer contribution / active EE | $9,294 | $2,884+222.3% | $4,695+97.9% | $2,042+355.1% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $168 | $525-68.0% | $9,243-98.2% | $479-64.9% |