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 |
|---|---|---|
NOVA 401(K) ASSOCIATES3 years Service code 49 · EIN 20-1181458 | Other Services | $16,061 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,031 |
PFS INVESTMENTS4 years Filed as: PRIMERICA FINANCIAL SERVICES, INC. Service code 55 · EIN 06-1375177 | Other Commissions | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,533 | $73,404-59.8% | $87,100-66.1% | $67,579-56.3% |
| Participation rate | 97.9% | 80.9%+17.1pp | 76.9%+21.1pp | 71.3%+26.6pp |
| Annual return | 18.75% | 48.29%-29.5pp | 28.19%-9.4pp | 378.56%-359.8pp |
| Employer contribution / active EE | $1,375 | $2,014-31.7% | $2,521-45.5% | $2,148-36.0% |
| Participant deferral / active EE | $2,005 | $3,913-48.7% | $4,049-50.5% | $3,539-43.3% |
| Admin fee / account holder | $40 | $142-71.9% | $7,497-99.5% | $142-72.1% |