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 |
|---|---|---|
NOVA 401(K) ASSOCIATES1+ years Service code 17 · EIN 20-1181458 | Pension Consulting | $10,150 |
Filed as: VOYA RETIREMENT INS. AND ANN. CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,050 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $633 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,162 | $68,413-72.0% | $123,104-84.4% | $55,191-65.3% |
| Participation rate | 88.3% | 84.5%+3.8pp | 86.8%+1.5pp | 69.2%+19.1pp |
| Annual return | 15.69% | 6.30%+9.4pp | 13.22%+2.5pp | 10.78%+4.9pp |
| Employer contribution / active EE | $960 | $3,050-68.5% | $5,151-81.4% | $1,899-49.4% |
| Participant deferral / active EE | $4,509 | $4,490+0.4% | $6,230-27.6% | $3,046+48.0% |
| Admin fee / account holder | $38 | $88-56.8% | $9,015-99.6% | $91-58.2% |