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 5-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 Service code 49 | Other Services | $3,514 |
Filed as: VOYA RETIREMENT & INSURANCE ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $38,890 | $73,638-47.2% | $108,410-64.1% | $79,386-51.0% |
| Participation rate | 83.5% | 77.4%+6.1pp | 80.1%+3.3pp | 70.7%+12.8pp |
| Annual return | 17.89% | 33.27%-15.4pp | 905.27%-887.4pp | 116.85%-99.0pp |
| Employer contribution / active EE | $3,556 | $2,397+48.4% | $3,558-0.1% | $2,427+46.5% |
| Participant deferral / active EE | $7,767 | $6,218+24.9% | $6,563+18.4% | $4,046+92.0% |
| Admin fee / account holder | $18 | $638-97.2% | $7,295-99.8% | $626-97.2% |