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 | $3,742 |
BOKF, NA1 year Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $1,450 |
LPL FINANCIAL1 year Service code 22 | Insurance Broker | $1,413 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401 (K) ASSOCIATES Service code 15 · EIN 20-1181458 | Recordkeeping | $375 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 22 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,544 | $47,977-75.9% | $154,107-92.5% | $56,287-79.5% |
| Participation rate | 57.9% | 66.2%-8.3pp | 83.0%-25.2pp | 69.9%-12.0pp |
| Annual return | -3.98% | 3.54%-7.5pp | 735.12%-739.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $353 | $2,169-83.7% | $5,298-93.3% | $2,111-83.3% |
| Participant deferral / active EE | $1,694 | $2,392-29.2% | $5,081-66.7% | $3,350-49.4% |
| Admin fee / account holder | $50 | $438-88.6% | $13,411-99.6% | $521-90.4% |