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 9-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 |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $55,128 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,415 |
NOVA 401(K) ASSOCIATES1 year Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $10,692 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,440 | $50,815+24.8% | $155,509-59.2% | $77,643-18.3% |
| Participation rate | 63.4% | 63.1%+0.2pp | 78.2%-14.8pp | 70.6%-7.2pp |
| Annual return | 80.29% | 34.80%+45.5pp | 64.67%+15.6pp | 31.24%+49.1pp |
| Employer contribution / active EE | $2,286 | $1,993+14.7% | $4,672-51.1% | $2,726-16.1% |
| Participant deferral / active EE | $5,113 | $2,822+81.2% | $5,626-9.1% | $4,647+10.0% |
| Admin fee / account holder | $226 | $437-48.3% | $15,912-98.6% | $430-47.6% |