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 |
|---|---|---|
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $8,464 |
Filed as: TIPTON, MARLER, GARNER & CHASTAIN, Service code 99 · EIN 71-0294708 | Other Fees | $6,550 |
NOVA 401(K) ASSOCIATES1+ years Service code 13 · EIN 20-1181458 | Contract Administrator | $6,062 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,031 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,032 | $42,546-31.8% | $71,796-59.6% | $55,167-47.4% |
| Participation rate | 75.0% | 59.1%+15.9pp | 69.1%+5.9pp | 69.0%+6.0pp |
| Annual return | 8.28% | 12.36%-4.1pp | 78.04%-69.8pp | 169.23%-160.9pp |
| Employer contribution / active EE | $998 | $803+24.2% | $1,924-48.1% | $1,963-49.2% |
| Participant deferral / active EE | $2,531 | $2,064+22.6% | $2,794-9.4% | $3,054-17.1% |
| Admin fee / account holder | $169 | $650-74.0% | $4,815-96.5% | $504-66.5% |