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 13 · EIN 42-0127290 | Contract Administrator | $56,608 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,526 |
NOVA 401(K) ASSOCIATES2 years Service code 13 · EIN 20-1181458 | Contract Administrator | $16,777 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $7,290 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,518 | $100,923+4.6% | $150,045-29.7% | $74,304+42.0% |
| Participation rate | 84.3% | 70.1%+14.2pp | 82.3%+2.0pp | 60.3%+23.9pp |
| Annual return | 6.30% | 51.77%-45.5pp | 62.55%-56.2pp | 29.43%-23.1pp |
| Employer contribution / active EE | $4,556 | $3,463+31.6% | $4,693-2.9% | $2,241+103.3% |
| Participant deferral / active EE | $8,267 | $6,709+23.2% | $7,997+3.4% | $3,767+119.4% |
| Admin fee / account holder | $330 | $2,767-88.1% | $13,435-97.5% | $2,969-88.9% |