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 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,761 |
NOVA 401(K) ASSOCIATES5+ years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $1,830 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,247 | $65,376-44.6% | $87,100-58.4% | $65,185-44.4% |
| Participation rate | 48.2% | 75.3%-27.1pp | 76.9%-28.6pp | 70.2%-22.0pp |
| Annual return | 26.57% | 31.27%-4.7pp | 28.19%-1.6pp | 29.38%-2.8pp |
| Employer contribution / active EE | $1,119 | $1,822-38.6% | $2,521-55.6% | $2,177-48.6% |
| Participant deferral / active EE | $2,093 | $3,388-38.2% | $4,049-48.3% | $3,514-40.4% |
| Admin fee / account holder | $105 | $520-79.8% | $7,497-98.6% | $847-87.6% |