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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,401 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401K ASSOCIATES Service code 49 · EIN 20-1181458 | Other Services | $16,871 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $9,432 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,744 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,511 | $93,131-9.3% | $106,548-20.7% | $86,799-2.6% |
| Participation rate | 98.5% | 81.4%+17.1pp | 76.1%+22.4pp | 72.3%+26.2pp |
| Annual return | 34.03% | 19.45%+14.6pp | 26.80%+7.2pp | 97.91%-63.9pp |
| Employer contribution / active EE | $10,454 | $2,895+261.1% | $2,819+270.9% | $2,405+334.6% |
| Participant deferral / active EE | $4,474 | $4,708-5.0% | $4,398+1.7% | $4,131+8.3% |
| Admin fee / account holder | $130 | $145-10.7% | $7,407-98.3% | $170-23.6% |