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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $19,609 |
NOVA 401(K) ASSOCIATES3+ years Filed as: NOVA 401(K) ASSOCIATES LP Service code 15 · EIN 20-1181458 | Recordkeeping | $11,538 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,010 | $48,064-25.1% | $78,778-54.3% | $69,631-48.3% |
| Participation rate | 92.4% | 61.6%+30.9pp | 69.2%+23.3pp | 70.7%+21.8pp |
| Annual return | 13.94% | 21.81%-7.9pp | 35.62%-21.7pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $1,224 | $744+64.6% | $1,986-38.4% | $2,032-39.8% |
| Participant deferral / active EE | $3,880 | $2,079+86.6% | $2,958+31.2% | $3,224+20.4% |
| Admin fee / account holder | $86 | $152-43.2% | $5,134-98.3% | $110-21.9% |