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 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,689 |
NOVA 401(K) ASSOCIATES3+ years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 770927319 | Contract Administrator | $11,721 |
Filed as: MORGAN STANLEY INSURANCE SVCS INC Service code 55 | Other Commissions | $7,810 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,259 | $73,102-83.2% | $123,544-90.1% | $56,287-78.2% |
| Participation rate | 47.5% | 74.3%-26.8pp | 82.3%-34.8pp | 69.9%-22.4pp |
| Annual return | -5.24% | 3.01%-8.2pp | 119.20%-124.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $7,670 | $2,977+157.6% | $4,628+65.7% | $2,111+263.3% |
| Participant deferral / active EE | $2,143 | $5,423-60.5% | $6,426-66.6% | $3,350-36.0% |
| Admin fee / account holder | $194 | $554-65.0% | $9,284-97.9% | $521-62.8% |