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 59-2937883 | Advisory (Plan) | $31,911 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $31,552 |
NOVA 401(K) ASSOCIATES5 years Filed as: NOVA 401(K) ASSOCIATES, INC. Service code 15 · EIN 20-1181458 | Recordkeeping | $11,475 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,799 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,847 | $82,917-17.0% | $103,333-33.4% | $77,643-11.3% |
| Participation rate | 54.3% | 71.6%-17.3pp | 74.5%-20.2pp | 70.6%-16.3pp |
| Annual return | 14.13% | 19.13%-5.0pp | 24.88%-10.8pp | 31.24%-17.1pp |
| Employer contribution / active EE | $2,522 | $3,552-29.0% | $3,868-34.8% | $2,726-7.5% |
| Participant deferral / active EE | $4,686 | $4,108+14.1% | $5,057-7.3% | $4,647+0.8% |
| Admin fee / account holder | $338 | $638-47.0% | $8,355-96.0% | $430-21.5% |