Filed December 30, 2024
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 |
|---|---|---|
NAVIGATE 401K1 year Filed as: NAVIGATE 401K LLC Service code 27 · EIN 85-0984196 | Advisory (Plan) | $87,004 |
Service code 37 · EIN 04-2647786 | Loan Processing | $80,545 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,269 | $106,028-16.7% | $146,958-39.9% | $77,643+13.7% |
| Participation rate | 94.3% | 78.4%+15.9pp | 82.2%+12.1pp | 70.6%+23.7pp |
| Annual return | 19.15% | 56.73%-37.6pp | 418.34%-399.2pp | 31.24%-12.1pp |
| Employer contribution / active EE | $8,774 | $4,063+116.0% | $4,933+77.9% | $2,726+221.9% |
| Participant deferral / active EE | $8,034 | $7,990+0.5% | $8,070-0.5% | $4,647+72.9% |
| Admin fee / account holder | $150 | $337-55.4% | $12,998-98.8% | $430-65.1% |