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 | $51,938 |
Service code 27 · EIN 56-2641678 | Advisory (Plan) | $22,640 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA 401K ASSOCIATES Service code 49 · EIN 20-1181458 | Other Services | $8,346 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,252 | $81,908-14.2% | $90,749-22.6% | $64,808+8.4% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | -17.02% | -12.53%-4.5pp | -12.16%-4.9pp | 32.82%-49.8pp |
| Employer contribution / active EE | $7,252 | $3,065+136.6% | $2,921+148.3% | $2,506+189.4% |
| Participant deferral / active EE | $4,790 | $4,840-1.0% | $4,564+5.0% | $4,310+11.1% |
| Admin fee / account holder | $157 | $157+0.1% | $8,445-98.1% | $188-16.2% |