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 |
|---|---|---|
SECURITIES AMERICA INC3 years Filed as: BB&T SECURITIES, LLC Service code 27 · EIN 20-5817590 | Advisory (Plan) | $47,865 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $7,830 |
NOVA 401(K) ASSOCIATES8+ years Filed as: NOVA 401(K) ASSOCIATES LP Service code 15 · EIN 20-1181458 | Recordkeeping | $6,688 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,918 | $42,353+17.9% | $79,550-37.2% | $64,808-23.0% |
| Participation rate | 89.6% | 64.8%+24.9pp | 69.5%+20.2pp | 71.5%+18.2pp |
| Annual return | -14.92% | -12.24%-2.7pp | 0.16%-15.1pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,636 | $1,181+38.6% | $2,413-32.2% | $2,506-34.7% |
| Participant deferral / active EE | $5,685 | $3,170+79.3% | $3,985+42.7% | $4,310+31.9% |
| Admin fee / account holder | $77 | $160-52.0% | $6,832-98.9% | $188-59.2% |