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: REILLY FINANCIAL ADVISORS INC Service code 27 7777 ALVARADO RD STE 116 · LA MESA, CA 91942 | Advisory (Plan) | $22,721 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $13,149 |
NOVA 401(K) ASSOCIATES1 year Service code 13 10777 NORTHWEST FREEWAY STE 440 · HOUSTON, TX 77092 | Contract Administrator | $1,522 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,069 | $136,307-56.7% | $177,821-66.8% | $73,488-19.6% |
| Participation rate | 89.3% | 86.1%+3.2pp | 87.7%+1.6pp | 70.7%+18.6pp |
| Annual return | 18.72% | 18.68%0pp | 48.32%-29.6pp | 28.51%-9.8pp |
| Employer contribution / active EE | $4,772 | $3,712+28.5% | $5,918-19.4% | $2,270+110.2% |
| Participant deferral / active EE | $7,109 | $5,829+22.0% | $7,714-7.8% | $3,740+90.1% |
| Admin fee / account holder | $233 | $596-60.9% | $12,427-98.1% | $513-54.6% |