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 9-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: CAPFINANCIAL SECURITIES LLC Service code 18 · EIN 26-0058143 4208 SIX FORKS ROAD · WAKE FOREST, NC 27609 | Custodial (other than securities); Ac... | $9,701 |
NOVA 401(K) ASSOCIATES3+ years Service code 15 · EIN 20-1181458 | Recordkeeping | $6,330 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $6,269 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,488 | $55,453+54.2% | $170,442-49.8% | $62,292+37.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.41% | 21.38%-5.0pp | 205.93%-189.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $3,227 | $2,164+49.1% | $5,433-40.6% | $2,042+58.0% |
| Participant deferral / active EE | $3,256 | $2,303+41.4% | $4,939-34.1% | $3,169+2.7% |
| Admin fee / account holder | $202 | $455-55.7% | $13,880-98.5% | $479-58.0% |