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 | $44,172 |
NOVA R WEALTH, INC.3 years Service code 27 · EIN 47-1338855 | Advisory (Plan) | $19,528 |
NOVA R WEALTH, INC.2 years Filed as: NOVA R WEALTH INC Service code 27 | Advisory (Plan) | $8 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,597 | $84,487-69.7% | $125,339-79.6% | $66,914-61.7% |
| Participation rate | 74.9% | 76.4%-1.5pp | 82.4%-7.5pp | 69.8%+5.1pp |
| Annual return | -3.73% | -8.39%+4.7pp | 572.05%-575.8pp | 1.58%-5.3pp |
| Employer contribution / active EE | $2,833 | $3,553-20.3% | $4,814-41.2% | $2,544+11.3% |
| Participant deferral / active EE | $6,242 | $6,781-8.0% | $7,446-16.2% | $4,237+47.3% |
| Admin fee / account holder | $249 | $685-63.6% | $10,010-97.5% | $593-58.0% |