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 | $54,322 |
NOVA R WEALTH, INC.4 years Service code 27 · EIN 47-1338855 | Advisory (Plan) | $19,608 |
NOVA R WEALTH, INC.3 years Filed as: NOVA R WEALTH INC Service code 27 | Advisory (Plan) | $21 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,904 | $91,407-55.3% | $135,903-69.9% | $71,457-42.8% |
| Participation rate | 89.6% | 75.7%+14.0pp | 81.9%+7.7pp | 67.9%+21.7pp |
| Annual return | 19.20% | 29.90%-10.7pp | 68.23%-49.0pp | 28.85%-9.7pp |
| Employer contribution / active EE | $3,978 | $3,703+7.4% | $4,856-18.1% | $2,588+53.7% |
| Participant deferral / active EE | $8,079 | $7,092+13.9% | $7,758+4.1% | $4,289+88.4% |
| Admin fee / account holder | $420 | $1,266-66.8% | $10,762-96.1% | $1,587-73.5% |