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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 27 · EIN 59-1531281 | Advisory (Plan) | $22,428 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,224 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA 401(K) ASSOCIATES, INC. Service code 15 · EIN 20-1181458 | Recordkeeping | $5,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,469 | $78,275-45.7% | $109,143-61.1% | $86,799-51.1% |
| Participation rate | 55.1% | 73.8%-18.7pp | 75.9%-20.7pp | 72.3%-17.1pp |
| Annual return | 22.17% | 19.14%+3.0pp | 25.75%-3.6pp | 97.91%-75.7pp |
| Employer contribution / active EE | $2,207 | $3,105-28.9% | $3,722-40.7% | $2,405-8.2% |
| Participant deferral / active EE | $4,241 | $3,641+16.5% | $4,653-8.9% | $4,131+2.7% |
| Admin fee / account holder | $125 | $198-36.9% | $6,752-98.1% | $170-26.2% |