See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NOVA 401(K) ASSOCIATES3 years Service code 13 · EIN 20-1181458 | Contract Administrator | $13,016 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590085 | Indirect Investment Fees | $7,165 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,324 | $65,061-67.2% | $143,757-85.2% | $66,914-68.1% |
| Participation rate | 84.8% | 65.2%+19.7pp | 80.3%+4.5pp | 69.8%+15.0pp |
| Annual return | -14.07% | -11.14%-2.9pp | -0.04%-14.0pp | 1.58%-15.7pp |
| Employer contribution / active EE | $1,394 | $2,361-41.0% | $4,951-71.8% | $2,544-45.2% |
| Participant deferral / active EE | $1,903 | $2,919-34.8% | $5,637-66.2% | $4,237-55.1% |
| Admin fee / account holder | $27 | $502-94.7% | $14,673-99.8% | $593-95.5% |