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 | $16,981 |
LPL FINANCIAL3 years Service code 22 | Insurance Broker | $8,552 |
NOVA 401(K) ASSOCIATES3 years Filed as: NOVA 401 (K) ASSOCIATES Service code 15 · EIN 20-1181458 | Recordkeeping | $1,728 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Insurance Broker | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,648 | $43,133-84.6% | $89,391-92.6% | $73,488-91.0% |
| Participation rate | 71.9% | 55.0%+16.9pp | 68.0%+3.9pp | 70.7%+1.2pp |
| Annual return | 16.84% | 135.66%-118.8pp | 245.62%-228.8pp | 28.51%-11.7pp |
| Employer contribution / active EE | $268 | $1,438-81.4% | $2,586-89.6% | $2,270-88.2% |
| Participant deferral / active EE | $1,657 | $2,445-32.2% | $3,890-57.4% | $3,740-55.7% |
| Admin fee / account holder | $62 | $444-86.1% | $4,881-98.7% | $513-88.0% |