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: MERRILL LYNCH PIERCE FENNER SMITH Service code 28 · EIN 13-5674085 | Investment Management | $64,987 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $14,046 |
NOVA 401(K) ASSOCIATES8+ years Service code 17 | Pension Consulting | $12,696 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA 401K ASSOCIATES Service code 17 · EIN 20-1181458 | Pension Consulting | $5,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,630 | $84,487+4.9% | $125,339-29.3% | $66,914+32.5% |
| Participation rate | 97.8% | 76.4%+21.4pp | 82.4%+15.4pp | 69.8%+28.0pp |
| Annual return | -14.37% | -8.39%-6.0pp | 572.05%-586.4pp | 1.58%-16.0pp |
| Employer contribution / active EE | $2,321 | $3,553-34.7% | $4,814-51.8% | $2,544-8.8% |
| Participant deferral / active EE | $6,439 | $6,781-5.0% | $7,446-13.5% | $4,237+52.0% |
| Admin fee / account holder | $321 | $685-53.2% | $10,010-96.8% | $593-45.9% |