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 | $20,343 |
LPL FINANCIAL4 years Service code 22 | Insurance Broker | $8,481 |
NOVA 401(K) ASSOCIATES4 years Filed as: NOVA 401 (K) ASSOCIATES Service code 15 · EIN 20-1181458 | Recordkeeping | $5,275 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Insurance Broker | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,501 | $79,694-86.8% | $96,139-89.1% | $79,386-86.8% |
| Participation rate | 70.9% | 54.0%+16.9pp | 68.4%+2.4pp | 70.7%+0.2pp |
| Annual return | 11.77% | 40.84%-29.1pp | 191.94%-180.2pp | 116.85%-105.1pp |
| Employer contribution / active EE | $257 | $1,443-82.2% | $2,797-90.8% | $2,427-89.4% |
| Participant deferral / active EE | $1,768 | $2,539-30.3% | $4,349-59.3% | $4,046-56.3% |
| Admin fee / account holder | $141 | $630-77.7% | $5,537-97.5% | $626-77.5% |