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: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $59,346 |
NOVA 401(K) ASSOCIATES10+ years Service code 49 · EIN 20-1181458 | Other Services | $13,665 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,997 | $88,982-48.3% | $102,438-55.1% | $77,671-40.8% |
| Participation rate | 87.2% | 80.9%+6.3pp | 76.5%+10.7pp | 70.6%+16.6pp |
| Annual return | 13.43% | 25.01%-11.6pp | 29.37%-15.9pp | 31.21%-17.8pp |
| Employer contribution / active EE | $1,136 | $2,698-57.9% | $3,024-62.4% | $2,726-58.3% |
| Participant deferral / active EE | $3,477 | $5,144-32.4% | $5,054-31.2% | $4,648-25.2% |
| Admin fee / account holder | $50 | $236-78.8% | $9,448-99.5% | $430-88.4% |