Filed May 13, 2025
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 |
|---|---|---|
SECURITIES AMERICA INC7 years Filed as: SECURITIES AMERICA Service code 55 · EIN 06-1375177 | Other Commissions | $35,245 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,548 |
HANTZMON WIEBEL LLP1 year Service code 10 · EIN 54-0618213 | Accounting | $17,500 |
NOVA 401(K) ASSOCIATES8 years Filed as: NOVA 401K ASSOCIATES Service code 49 · EIN 20-1181458 | Other Services | $12,582 |
Service code 35 · EIN 46-2919997 | Employee (plan sponsor) | $6,207 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,345 | $54,193-7.1% | $93,606-46.2% | $77,643-35.2% |
| Participation rate | 73.6% | 63.9%+9.7pp | 68.7%+4.9pp | 70.6%+3.1pp |
| Annual return | 13.75% | 30.54%-16.8pp | 133.20%-119.4pp | 31.24%-17.5pp |
| Employer contribution / active EE | $961 | $1,168-17.7% | $2,420-60.3% | $2,726-64.7% |
| Participant deferral / active EE | $2,559 | $3,144-18.6% | $4,411-42.0% | $4,647-44.9% |
| Admin fee / account holder | $294 | $576-48.9% | $8,285-96.4% | $430-31.6% |