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 | $61,023 |
Service code 27 · EIN 56-2641678 | Advisory (Plan) | $23,261 |
NOVA 401(K) ASSOCIATES3 years Filed as: NOVA 401K ASSOCIATES Service code 49 · EIN 20-1181458 | Other Services | $9,541 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,549 | $84,784-8.5% | $98,439-21.2% | $74,419+4.2% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.2%+24.8pp | 70.7%+29.3pp |
| Annual return | 18.65% | 20.59%-1.9pp | 21.16%-2.5pp | 34.38%-15.7pp |
| Employer contribution / active EE | $7,431 | $3,364+120.9% | $3,048+143.8% | $2,637+181.8% |
| Participant deferral / active EE | $4,838 | $5,218-7.3% | $4,738+2.1% | $4,528+6.8% |
| Admin fee / account holder | $167 | $204-18.3% | $8,948-98.1% | $348-52.0% |