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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $23,167 |
MERIDIAN WEALTH ADVISORS LLC3 years Service code 27 · EIN 23-2969752 | Advisory (Plan) | $20,414 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401K ASSOCIATES LP Service code 15 · EIN 20-1181458 | Recordkeeping | $4,383 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,009 | $91,407-32.2% | $135,903-54.4% | $71,457-13.2% |
| Participation rate | 89.7% | 75.7%+14.0pp | 81.9%+7.7pp | 67.9%+21.7pp |
| Annual return | 15.64% | 29.90%-14.3pp | 68.23%-52.6pp | 28.85%-13.2pp |
| Employer contribution / active EE | $4,119 | $3,703+11.2% | $4,856-15.2% | $2,588+59.2% |
| Participant deferral / active EE | $5,070 | $7,092-28.5% | $7,758-34.6% | $4,289+18.2% |
| Admin fee / account holder | $311 | $1,266-75.4% | $10,762-97.1% | $1,587-80.4% |