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 8-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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $17,224 |
NOVA 401(K) ASSOCIATES5 years Service code 13 · EIN 20-1151458 | Contract Administrator | $6,001 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $3,821 |
Filed as: VALIC Service code 19 · EIN 74-1625348 | Securities Custodian | $1,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,314 | $79,124-61.7% | $60,874-50.2% | $64,808-53.2% |
| Participation rate | 46.2% | 77.7%-31.5pp | 73.1%-26.9pp | 71.5%-25.2pp |
| Annual return | -16.65% | -7.13%-9.5pp | 16.90%-33.5pp | 32.82%-49.5pp |
| Employer contribution / active EE | $834 | $3,050-72.6% | $2,701-69.1% | $2,506-66.7% |
| Participant deferral / active EE | $1,731 | $3,725-53.5% | $3,817-54.6% | $4,310-59.8% |
| Admin fee / account holder | $120 | $106+13.8% | $3,224-96.3% | $188-36.0% |