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 |
|---|---|---|
MURET CPA, PLLC6+ years Filed as: MURET CPA PLLC Service code 10 3326 E 27TH PL · TULSA, OK 74114 | Accounting | $13,400 |
NOVA 401(K) ASSOCIATES6+ years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $4,315 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401K ASSOCIATES Service code 13 | Contract Administrator | $2,823 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,373 | $79,124-85.6% | $60,874-81.3% | $64,808-82.5% |
| Participation rate | 48.2% | 77.7%-29.5pp | 73.1%-24.9pp | 71.5%-23.2pp |
| Annual return | -18.65% | -7.13%-11.5pp | 16.90%-35.5pp | 32.82%-51.5pp |
| Employer contribution / active EE | $1,175 | $3,050-61.5% | $2,701-56.5% | $2,506-53.1% |
| Participant deferral / active EE | $1,303 | $3,725-65.0% | $3,817-65.9% | $4,310-69.8% |
| Admin fee / account holder | $67 | $106-36.4% | $3,224-97.9% | $188-64.2% |