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 13 · EIN 42-0127290 | Contract Administrator | $11,164 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $9,850 |
NOVA 401(K) ASSOCIATES1 year Service code 13 · EIN 20-1181458 | Contract Administrator | $3,744 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,827 | $34,934-40.4% | $56,411-63.1% | $74,495-72.0% |
| Participation rate | 57.9% | 32.8%+25.1pp | 52.5%+5.5pp | 67.2%-9.3pp |
| Annual return | 31.97% | 25.94%+6.0pp | 1701.33%-1669.4pp | 1364.94%-1333.0pp |
| Employer contribution / active EE | $1,354 | $609+122.3% | $1,039+30.3% | $2,623-48.4% |
| Participant deferral / active EE | $1,934 | $1,170+65.2% | $1,952-0.9% | $4,346-55.5% |
| Admin fee / account holder | $198 | $2,364-91.6% | $2,829-93.0% | $1,942-89.8% |