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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $89,866 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401K ASSOCIATES Service code 13 10777 NORTHWEST FREEWAY SUITE 440 · HOUSTON, TX 77092 | Contract Administrator | $6,640 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $148 |
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 | $59,951 | $60,396-0.7% | $111,392-46.2% | $56,287+6.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.9%+21.1pp | 69.9%+30.1pp |
| Annual return | -5.44% | 20.26%-25.7pp | -2.06%-3.4pp | -9.96%+4.5pp |
| Employer contribution / active EE | $9,920 | $3,459+186.8% | $4,328+129.2% | $2,111+369.9% |
| Participant deferral / active EE | $8,697 | $4,421+96.7% | $5,567+56.2% | $3,350+159.6% |
| Admin fee / account holder | $0 | $610-100.0% | $12,266-100.0% | $521-100.0% |