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 | $103,696 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $50,115 |
NOVA 401(K) ASSOCIATES7 years Filed as: NOVA 401K ASSOCIATES Service code 49 · EIN 20-1181458 | Other Services | $8,752 |
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 | $106,324 | $79,700+33.4% | $153,432-30.7% | $74,546+42.6% |
| Participation rate | 89.8% | 69.8%+20.0pp | 77.1%+12.8pp | 67.2%+22.6pp |
| Annual return | 13.87% | 15.07%-1.2pp | 15.66%-1.8pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $5,741 | $4,016+42.9% | $5,038+14.0% | $2,624+118.8% |
| Participant deferral / active EE | $7,701 | $5,315+44.9% | $6,757+14.0% | $4,347+77.1% |
| Admin fee / account holder | $558 | $1,790-68.8% | $12,725-95.6% | $1,944-71.3% |