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 |
|---|---|---|
NOVUS ADVISORS1 year Service code 27 · EIN 80-0717897 | Advisory (Plan) | $32,937 |
Service code 15 · EIN 90-0713048 | Recordkeeping | $28,430 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,942 | $73,488-47.0% | $67,221-42.1% | $73,488-47.0% |
| Participation rate | 100.0% | 70.7%+29.3pp | 79.4%+20.6pp | 70.7%+29.3pp |
| Annual return | 12.70% | 28.51%-15.8pp | 20.72%-8.0pp | 28.51%-15.8pp |
| Employer contribution / active EE | $3,543 | $2,270+56.1% | $3,723-4.8% | $2,270+56.1% |
| Participant deferral / active EE | $5,066 | $3,740+35.5% | $4,384+15.5% | $3,740+35.5% |
| Admin fee / account holder | $418 | $513-18.5% | $5,844-92.8% | $513-18.5% |