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) ASSOCIATES8+ years Service code 13 · EIN 20-1181458 | Contract Administrator | $23,216 |
Service code 49 · EIN 04-1590850 | Other Services | $8,307 |
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 | $123,070 | $64,871+89.7% | $129,110-4.7% | $66,914+83.9% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.3%+22.7pp | 69.8%+30.2pp |
| Annual return | -15.68% | -12.21%-3.5pp | -10.94%-4.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $17,405 | $3,741+365.2% | $5,052+244.5% | $2,544+584.1% |
| Participant deferral / active EE | $8,014 | $5,090+57.4% | $6,542+22.5% | $4,237+89.1% |
| Admin fee / account holder | $43 | $629-93.2% | $14,302-99.7% | $593-92.8% |