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 · EIN 84-0467907 | Recordkeeping Fees | $12,079 |
NOVA 401(K) ASSOCIATES3+ years Service code 13 · EIN 20-1181458 | Contract Administrator | $7,882 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Other Commissions | $5,685 |
ATCHLEY & ASSOCIATES2+ years Filed as: ATCHLEY & ASSOCIATES LLP Service code 10 · EIN 74-2920819 6850 AUSTIN CENTER BLVD · AUSTIN, TX 78731 | Accounting | $4,091 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 | Investment Management | $1,061 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 | Other Commissions | $1,015 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INSURANCE SVCS INC Service code 55 | Other Commissions | $530 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INSURANCE Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,037 | $155,795-93.6% | $136,294-92.6% | $69,631-85.6% |
| Participation rate | 59.9% | 75.2%-15.4pp | 81.9%-22.1pp | 70.7%-10.8pp |
| Annual return | 16.12% | 232464.33%-232448.2pp | 5155.94%-5139.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $3,587 | $2,991+19.9% | $4,695-23.6% | $2,032+76.5% |
| Participant deferral / active EE | $633 | $5,394-88.3% | $6,247-89.9% | $3,224-80.4% |
| Admin fee / account holder | $33 | $128-74.0% | $9,243-99.6% | $110-69.8% |