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 |
|---|---|---|
NOVAK FRANCELLA LLC3 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $20,534 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,311 | $65,435-82.7% | $86,677-87.0% | $66,914-83.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -7.86% | -10.89%+3.0pp | 35.91%-43.8pp | 1.58%-9.4pp |
| Employer contribution / active EE | $1,494 | $2,153-30.6% | $2,836-47.3% | $2,544-41.3% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $142 | $642-77.9% | $7,493-98.1% | $593-76.1% |