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 |
|---|---|---|
NOVA 401(K) ASSOCIATES2 years Service code 17 · EIN 20-1181458 | Pension Consulting | $150 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $124 |
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.
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 | $66,043 | $89,652-26.3% | $141,162-53.2% | $65,185+1.3% |
| Participation rate | 27.9% | 74.7%-46.8pp | 82.5%-54.5pp | 70.2%-42.3pp |
| Annual return | 23.82% | 32.79%-9.0pp | 71.39%-47.6pp | 29.38%-5.6pp |
| Employer contribution / active EE | $344 | $3,065-88.8% | $4,735-92.7% | $2,177-84.2% |
| Participant deferral / active EE | $3,121 | $5,691-45.2% | $6,709-53.5% | $3,514-11.2% |
| Admin fee / account holder | $6 | $569-98.9% | $10,261-99.9% | $847-99.2% |