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 |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $7,995 |
Filed as: UBS FINANCIAL SVCS INS AGCY Service code 55 | Other Commissions | $7,705 |
NOVA 401(K) ASSOCIATES1 year Service code 13 · EIN 20-1181458 | Contract Administrator | $420 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 | Investment Management | $18 |
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 | $18,320 | $60,989-70.0% | $60,874-69.9% | $66,914-72.6% |
| Participation rate | 69.6% | 74.5%-4.9pp | 73.1%-3.5pp | 69.8%-0.2pp |
| Annual return | -9.39% | -9.60%+0.2pp | 16.90%-26.3pp | 1.58%-11.0pp |
| Employer contribution / active EE | $213 | $2,661-92.0% | $2,701-92.1% | $2,544-91.6% |
| Participant deferral / active EE | $1,263 | $3,615-65.1% | $3,817-66.9% | $4,237-70.2% |
| Admin fee / account holder | $110 | $338-67.4% | $3,224-96.6% | $593-81.4% |