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 |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS COMP Service code 15 · EIN 84-0467907 | Recordkeeping | $88,638 |
NOVA 401(K) ASSOCIATES2 years Service code 17 · EIN 20-1181458 | Pension Consulting | $10,656 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,137 | $50,956-3.6% | $96,562-49.1% | $86,799-43.4% |
| Participation rate | 50.3% | 65.2%-14.9pp | 69.8%-19.5pp | 72.3%-22.0pp |
| Annual return | 14.11% | 21.27%-7.2pp | 37.78%-23.7pp | 97.91%-83.8pp |
| Employer contribution / active EE | $375 | $1,111-66.2% | $2,356-84.1% | $2,405-84.4% |
| Participant deferral / active EE | $2,566 | $2,954-13.1% | $3,849-33.3% | $4,131-37.9% |
| Admin fee / account holder | $360 | $166+117.0% | $6,181-94.2% | $170+112.5% |