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, PLLC7+ years Filed as: MURET CPA PLLC Service code 10 3326 E 27TH PL · TULSA, OK 74114 | Accounting | $13,600 |
NOVA 401(K) ASSOCIATES7+ years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $8,746 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA 401K ASSOCIATES Service code 13 | Contract Administrator | $3,478 |
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.
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 | $14,905 | $83,884-82.2% | $64,056-76.7% | $74,419-80.0% |
| Participation rate | 45.1% | 76.6%-31.5pp | 72.3%-27.2pp | 70.7%-25.6pp |
| Annual return | 15.69% | 16.57%-0.9pp | 33.69%-18.0pp | 34.38%-18.7pp |
| Employer contribution / active EE | $1,217 | $3,084-60.5% | $2,747-55.7% | $2,637-53.9% |
| Participant deferral / active EE | $1,339 | $3,692-63.7% | $3,880-65.5% | $4,528-70.4% |
| Admin fee / account holder | $84 | $196-56.9% | $3,068-97.2% | $348-75.7% |