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 64 · EIN 84-0467907 | Recordkeeping Fees | $6,852 |
NOVA 401(K) ASSOCIATES1+ years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $3,027 |
MSI FINANCIAL SERVICES INC.1+ years Filed as: MSI FINANCIAL SERVICES Service code 55 1295 STATE ST · SPRINGFIELD, MA 01111 | Other Commissions | $2,196 |
IRON-CO-FID-COMPREHENSIVE1+ years Filed as: IRON HOLDINGS LLC Service code 27 630 DUNDEE RD · NORTHBROOK, IL 60062 | Advisory (Plan) | $1,214 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $203 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,449 | $46,732-28.4% | $156,549-78.6% | $55,167-39.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 0.00% | 17.72%-17.7pp | 32.23%-32.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $264 | $2,105-87.5% | $5,501-95.2% | $1,963-86.6% |
| Participant deferral / active EE | $607 | $2,204-72.5% | $4,871-87.5% | $3,054-80.1% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |