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 |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $326,611 |
RBC WEALTH MANAGEMENT2 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $50,000 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401K ASSOCIATES Service code 10 · EIN 20-1181458 | Accounting | $7,474 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,480 | $91,746+7.3% | $146,665-32.9% | $93,030+5.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 80.1%+19.9pp | 73.9%+26.1pp |
| Annual return | 12.29% | 18.28%-6.0pp | 22.74%-10.5pp | 158.70%-146.4pp |
| Employer contribution / active EE | $2,634 | $2,815-6.4% | $4,136-36.3% | $2,706-2.6% |
| Participant deferral / active EE | $5,491 | $4,589+19.6% | $5,506-0.3% | $4,562+20.3% |
| Admin fee / account holder | $148 | $101+46.1% | $10,280-98.6% | $152-2.6% |