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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $116,397 |
SAGEPOINT FINANCIAL INC1 year Filed as: FSC SECURITIES CORPORATION Service code 27 · EIN 58-1288674 | Advisory (Plan) | $19,803 |
NOVA 401(K) ASSOCIATES1 year Service code 13 · EIN 20-1181458 | Contract Administrator | $13,740 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,557 | $41,647-36.2% | $96,139-72.4% | $86,799-69.4% |
| Participation rate | 77.3% | 50.2%+27.0pp | 68.4%+8.8pp | 72.3%+5.0pp |
| Annual return | 15.07% | 27.24%-12.2pp | 191.94%-176.9pp | 97.91%-82.8pp |
| Employer contribution / active EE | $4,131 | $1,318+213.5% | $2,797+47.7% | $2,405+71.7% |
| Participant deferral / active EE | $1,740 | $2,412-27.9% | $4,349-60.0% | $4,131-57.9% |
| Admin fee / account holder | $245 | $169+44.6% | $5,537-95.6% | $170+44.4% |