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) ASSOCIATES1 year Service code 13 · EIN 20-1181458 | Contract Administrator | $8,000 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590085 | Indirect Investment Fees | $6,270 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,754 | $58,879-61.4% | $178,490-87.3% | $73,488-69.0% |
| Participation rate | 95.1% | 66.2%+28.9pp | 81.9%+13.2pp | 70.7%+24.4pp |
| Annual return | 12.24% | 24.86%-12.6pp | 151.07%-138.8pp | 28.51%-16.3pp |
| Employer contribution / active EE | $1,759 | $2,236-21.3% | $5,011-64.9% | $2,270-22.5% |
| Participant deferral / active EE | $2,021 | $2,567-21.3% | $5,202-61.1% | $3,740-46.0% |
| Admin fee / account holder | $18 | $400-95.6% | $13,984-99.9% | $513-96.5% |