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 9-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 |
|---|---|---|
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401K ASSOCIATES Service code 17 · EIN 20-1181458 | Pension Consulting | $11,006 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,450 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,891 | $38,075-66.1% | $93,406-86.2% | $73,488-82.5% |
| Participation rate | 85.6% | 56.7%+28.9pp | 66.8%+18.8pp | 70.7%+14.9pp |
| Annual return | 16.76% | 17.59%-0.8pp | 78.05%-61.3pp | 28.51%-11.7pp |
| Employer contribution / active EE | $562 | $1,117-49.7% | $2,075-72.9% | $2,270-75.3% |
| Participant deferral / active EE | $2,556 | $2,012+27.0% | $3,126-18.2% | $3,740-31.6% |
| Admin fee / account holder | $97 | $351-72.4% | $5,230-98.1% | $513-81.1% |