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 ADMINISTRATORS4+ years Service code 15 · EIN 94-2695108 | Recordkeeping | $28,232 |
NFP RETIREMENT INC4+ years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $6,902 |
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 | $126,187 | $73,102+72.6% | $123,544+2.1% | $56,287+124.2% |
| Participation rate | 92.4% | 74.3%+18.1pp | 82.3%+10.1pp | 69.9%+22.5pp |
| Annual return | -4.57% | 3.01%-7.6pp | 119.20%-123.8pp | -9.96%+5.4pp |
| Employer contribution / active EE | $8,311 | $2,977+179.2% | $4,628+79.6% | $2,111+293.7% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $266 | $554-51.9% | $9,284-97.1% | $521-48.9% |