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 01-0233346 | Recordkeeping | $230,962 |
NOVA 401(K) ASSOCIATES3 years Service code 13 · EIN 20-1181458 | Contract Administrator | $40,911 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $22,500 |
EEPB3 years Service code 10 · EIN 76-0222094 | Accounting | $22,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,418 | $103,918-90.9% | $94,646-90.0% | $80,160-88.3% |
| Participation rate | 70.3% | 85.8%-15.6pp | 80.8%-10.6pp | 72.9%-2.7pp |
| Annual return | 23.56% | 27.77%-4.2pp | 156.71%-133.2pp | 40.38%-16.8pp |
| Employer contribution / active EE | $4 | $3,539-99.9% | $3,672-99.9% | $2,978-99.9% |
| Participant deferral / active EE | $3,880 | $9,528-59.3% | $7,418-47.7% | $5,017-22.7% |
| Admin fee / account holder | $62 | $96-36.1% | $7,231-99.1% | $145-57.5% |