Filed May 13, 2025
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 |
|---|---|---|
SECURITIES AMERICA INC4 years Filed as: SECURITIES AMERICA Service code 55 · EIN 06-1375177 | Other Commissions | $52,144 |
NOVA 401(K) ASSOCIATES4 years Service code 49 · EIN 20-1181458 | Other Services | $14,055 |
JASON ROBINSON, CPA PLLC3 years Service code 99 · EIN 56-2167232 | Other Fees | $12,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,117 | $50,956-23.2% | $96,562-59.5% | $86,799-54.9% |
| Participation rate | 84.5% | 65.2%+19.2pp | 69.8%+14.7pp | 72.3%+12.2pp |
| Annual return | 16.30% | 21.27%-5.0pp | 37.78%-21.5pp | 97.91%-81.6pp |
| Employer contribution / active EE | $1,411 | $1,111+27.0% | $2,356-40.1% | $2,405-41.3% |
| Participant deferral / active EE | $2,553 | $2,954-13.6% | $3,849-33.7% | $4,131-38.2% |
| Admin fee / account holder | $210 | $166+26.4% | $6,181-96.6% | $170+23.8% |