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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $153,106 |
EDWARD JONES6 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $48,504 |
NOVA 401(K) ASSOCIATES4 years Filed as: NOVA 401K ASSOCIATES Service code 49 · EIN 20-1181458 | Other Services | $22,526 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 45-3236574 | Accounting | $5,395 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,728 | $72,482-28.6% | $129,110-59.9% | $64,808-20.2% |
| Participation rate | 93.3% | 79.2%+14.1pp | 77.3%+16.1pp | 71.5%+21.9pp |
| Annual return | -9.37% | -9.08%-0.3pp | -10.94%+1.6pp | 32.82%-42.2pp |
| Employer contribution / active EE | $4,464 | $4,247+5.1% | $5,052-11.6% | $2,506+78.1% |
| Participant deferral / active EE | $6,441 | $5,679+13.4% | $6,542-1.5% | $4,310+49.4% |
| Admin fee / account holder | $155 | $144+7.3% | $14,302-98.9% | $188-17.6% |