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) ASSOCIATES2 years Filed as: NOVA ASSOCIATES, INC. Service code 99 · EIN 20-1181458 | Other Fees | $15,956 |
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 | $74,089 | $84,936-12.8% | $111,297-33.4% | $79,386-6.7% |
| Participation rate | 98.7% | 75.9%+22.9pp | 77.3%+21.4pp | 70.7%+28.0pp |
| Annual return | 13.47% | 17.45%-4.0pp | 54.65%-41.2pp | 116.85%-103.4pp |
| Employer contribution / active EE | $871 | $1,979-56.0% | $2,731-68.1% | $2,427-64.1% |
| Participant deferral / active EE | $3,771 | $3,888-3.0% | $4,487-16.0% | $4,046-6.8% |
| Admin fee / account holder | $363 | $537-32.4% | $7,964-95.4% | $626-42.1% |