See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NOVUS ADVISORS1+ years Filed as: NOVUS Service code 31 · EIN 80-0717897 | Named fiduciary | $177,551 |
EPIC RETIREMENT PLAN SERVICES1+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $43,449 |
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.
Employer 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 | $17,609 | $122,693-85.6% | $184,203-90.4% | $199,593-91.2% |
| Participation rate | 64.8% | 86.8%-22.0pp | 86.8%-22.0pp | 72.0%-7.2pp |
| Annual return | 0.00% | 143.91%-143.9pp | 28.81%-28.8pp | 34.25%-34.3pp |
| Employer contribution / active EE | $803 | $4,584-82.5% | $6,427-87.5% | $3,034-73.5% |
| Participant deferral / active EE | $635 | $7,990-92.1% | $9,131-93.0% | $5,087-87.5% |
| Admin fee / account holder | $140 | $121+16.0% | $13,901-99.0% | $269-48.0% |