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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 26 · EIN 59-2937883 | Advisory (Participants) | $22,056 |
NOVA 401(K) ASSOCIATES1 year Service code 49 · EIN 20-1181458 | Other Services | $17,019 |
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 26 | Advisory (Participants) | $14,527 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $7,722 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,369 | $185,342-93.9% | $111,297-89.8% | $86,799-86.9% |
| Participation rate | 95.5% | 81.0%+14.5pp | 77.3%+18.1pp | 72.3%+23.2pp |
| Annual return | 24.46% | 500.80%-476.3pp | 54.65%-30.2pp | 97.91%-73.4pp |
| Employer contribution / active EE | $800 | $2,246-64.4% | $2,731-70.7% | $2,405-66.7% |
| Participant deferral / active EE | $3,001 | $4,458-32.7% | $4,487-33.1% | $4,131-27.4% |
| Admin fee / account holder | $108 | $255-57.9% | $7,964-98.6% | $170-36.5% |