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 26 · EIN 04-2675571 | Advisory (Participants) | $39,710 |
NAVIA BENEFIT SOLUTIONS1 year Filed as: NAVIA BENEFIT SOLUTIONS, INC. Service code 15 · EIN 01-0233346 735 W. ALLUVIAL AVE, STE 10 · FRESNO, CA 93711 | Recordkeeping | $20,000 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,784 | $87,870+13.6% | $113,168-11.8% | $74,304+34.3% |
| Participation rate | 81.9% | 70.7%+11.1pp | 76.6%+5.3pp | 60.3%+21.5pp |
| Annual return | 13.67% | 26.44%-12.8pp | 24.27%-10.6pp | 29.43%-15.8pp |
| Employer contribution / active EE | $1,887 | $2,277-17.1% | $2,975-36.6% | $2,241-15.8% |
| Participant deferral / active EE | $3,658 | $4,241-13.7% | $5,107-28.4% | $3,767-2.9% |
| Admin fee / account holder | $571 | $3,368-83.0% | $12,068-95.3% | $2,969-80.8% |