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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,081 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CWM, LLC Service code 27 · EIN 27-4011107 | Advisory (Plan) | $34,944 |
NOVA 401(K) ASSOCIATES1 year Service code 49 | Other Services | $1,796 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,864 | $55,415+139.8% | $155,509-14.6% | $74,495+78.4% |
| Participation rate | 72.3% | 61.9%+10.4pp | 78.2%-5.9pp | 67.2%+5.1pp |
| Annual return | 14.50% | 268.50%-254.0pp | 64.67%-50.2pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $4,549 | $2,267+100.7% | $4,672-2.6% | $2,623+73.4% |
| Participant deferral / active EE | $9,065 | $2,836+219.6% | $5,626+61.1% | $4,346+108.6% |
| Admin fee / account holder | $309 | $1,738-82.2% | $15,912-98.1% | $1,942-84.1% |