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 6-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: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $28,518 |
Service code 31 · EIN 46-2919997 | Direct payment from the plan; Named f... | $18,990 |
Filed as: RAYMOND JAMES AND ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $14,943 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401K ASSOCIATES LP Service code 15 · EIN 20-1181458 | Recordkeeping | $14,646 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $12,279 |
ANDERSON SMITH WIKE PLLC1 year Filed as: ANDERSON SMITH & WIKE PLLC Service code 10 · EIN 27-1473864 | Accounting | $6,000 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $2,291 |
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 | $33,550 | $106,028-68.4% | $146,958-77.2% | $77,643-56.8% |
| Participation rate | 78.0% | 78.4%-0.3pp | 82.2%-4.1pp | 70.6%+7.5pp |
| Annual return | 23.10% | 56.73%-33.6pp | 418.34%-395.2pp | 31.24%-8.1pp |
| Employer contribution / active EE | $2,645 | $4,063-34.9% | $4,933-46.4% | $2,726-3.0% |
| Participant deferral / active EE | $4,866 | $7,990-39.1% | $8,070-39.7% | $4,647+4.7% |
| Admin fee / account holder | $250 | $337-25.8% | $12,998-98.1% | $430-41.8% |