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) | $24,716 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $16,457 |
NOVA 401(K) ASSOCIATES3 years Filed as: NOVA 401(K) ASSOCIATES, INC. Service code 15 · EIN 20-1181458 | Recordkeeping | $7,651 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,449 | $106,236-66.6% | $112,228-68.4% | $64,808-45.3% |
| Participation rate | 52.5% | 71.7%-19.1pp | 75.1%-22.5pp | 71.5%-18.9pp |
| Annual return | -20.11% | -6.02%-14.1pp | 27.45%-47.6pp | 32.82%-52.9pp |
| Employer contribution / active EE | $1,870 | $3,166-40.9% | $3,635-48.6% | $2,506-25.4% |
| Participant deferral / active EE | $3,645 | $3,785-3.7% | $4,728-22.9% | $4,310-15.4% |
| Admin fee / account holder | $203 | $452-54.9% | $6,410-96.8% | $188+8.3% |