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) ASSOCIATES1 year Filed as: NOVA 401(K) ASSOCIATES INC Service code 17 · EIN 20-1181458 | Pension Consulting | $9,540 |
Filed as: ADMINISTRATIVE FIDUCIARY SERVICE Service code 17 · EIN 33-0343239 | Pension Consulting | $7,785 |
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 | $64,047 | $65,435-2.1% | $86,677-26.1% | $66,914-4.3% |
| Participation rate | 96.9% | 75.5%+21.5pp | 76.6%+20.3pp | 69.8%+27.1pp |
| Annual return | -15.34% | -10.89%-4.5pp | 35.91%-51.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $910 | $2,153-57.7% | $2,836-67.9% | $2,544-64.2% |
| Participant deferral / active EE | $4,262 | $4,100+3.9% | $4,656-8.4% | $4,237+0.6% |
| Admin fee / account holder | $326 | $642-49.2% | $7,493-95.7% | $593-45.1% |