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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $10,415 |
MMA SECURITIES LLC5 years Service code 53 · EIN 22-3570392 | Insurance Commissions | $6,003 |
NOVA 401(K) ASSOCIATES2 years Service code 13 · EIN 20-1181458 | Contract Administrator | $2,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,052 | $63,745-60.7% | $98,442-74.6% | $79,386-68.4% |
| Participation rate | 32.3% | 69.9%-37.6pp | 73.3%-41.0pp | 70.7%-38.4pp |
| Annual return | 13.39% | 625.80%-612.4pp | 1492.73%-1479.3pp | 116.85%-103.5pp |
| Employer contribution / active EE | $592 | $2,557-76.8% | $2,960-80.0% | $2,427-75.6% |
| Participant deferral / active EE | $1,303 | $3,303-60.6% | $4,276-69.5% | $4,046-67.8% |
| Admin fee / account holder | $81 | $516-84.4% | $5,949-98.6% | $626-87.1% |