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: CARY STREET PARTNERS LLC Service code 99 | Other Fees | $15,091 |
NOVA 401(K) ASSOCIATES5+ years Service code 49 · EIN 20-1181458 | Other Services | $6,648 |
Filed as: CARY STREET PARTNERS INVESTMENT ADV Service code 99 · EIN 32-0007529 | Other Fees | $6,380 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,654 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $30,725 | $84,784-63.8% | $98,439-68.8% | $74,419-58.7% |
| Participation rate | 92.1% | 81.5%+10.6pp | 75.2%+16.9pp | 70.7%+21.4pp |
| Annual return | 45.63% | 20.59%+25.0pp | 21.16%+24.5pp | 34.38%+11.3pp |
| Employer contribution / active EE | $2,826 | $3,364-16.0% | $3,048-7.3% | $2,637+7.2% |
| Participant deferral / active EE | $4,740 | $5,218-9.2% | $4,738+0.1% | $4,528+4.7% |
| Admin fee / account holder | $74 | $204-63.7% | $8,948-99.2% | $348-78.7% |