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 |
|---|---|---|
MGO INVESTMENT ADVISORS2 years Filed as: MGO CPA Service code 99 · EIN 33-3000333 | Other Fees | $36,468 |
NOVA 401(K) ASSOCIATES1 year Service code 49 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Other Services | $15,048 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $4,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,119 | $101,317+45.2% | $146,958+0.1% | $74,495+97.5% |
| Participation rate | 35.0% | 75.5%-40.6pp | 82.2%-47.2pp | 67.2%-32.2pp |
| Annual return | 13.96% | 8730.91%-8717.0pp | 418.34%-404.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,082 | $7,303-30.4% | $8,070-37.0% | $4,346+16.9% |
| Admin fee / account holder | $167 | $1,739-90.4% | $12,998-98.7% | $1,942-91.4% |