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 9-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 15 · EIN 35-0472300 PO BOX 7877 · FT. WAYNE, IN 46802 | Recordkeeping | $37,512 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON, LARSON ALLEN LLP Service code 10 · EIN 41-0746749 PO BOX 679334 · DALLAS, TX 75267 | Accounting | $9,000 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401K ASSOCIATES Service code 70 · EIN 20-1181458 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Consulting Fees | $8,486 |
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 | $32,294 | $58,726-45.0% | $92,233-65.0% | $62,292-48.2% |
| Participation rate | 81.8% | 68.3%+13.4pp | 76.5%+5.3pp | 69.5%+12.3pp |
| Annual return | 17.92% | 43.62%-25.7pp | 176.28%-158.4pp | 28.90%-11.0pp |
| Employer contribution / active EE | $610 | $2,392-74.5% | $3,679-83.4% | $2,042-70.1% |
| Participant deferral / active EE | $4,317 | $2,766+56.1% | $3,897+10.8% | $3,169+36.2% |
| Admin fee / account holder | $202 | $556-63.7% | $5,194-96.1% | $479-57.9% |