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 | $6,300 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,150 |
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 | $41,510 | $54,320-23.6% | $67,652-38.6% | $52,331-20.7% |
| Participation rate | 81.8% | 73.6%+8.2pp | 75.7%+6.1pp | 68.1%+13.7pp |
| Annual return | 4.96% | 6.81%-1.8pp | 6625.04%-6620.1pp | 4.54%+0.4pp |
| Employer contribution / active EE | $1,407 | $1,544-8.9% | $2,266-37.9% | $1,882-25.2% |
| Participant deferral / active EE | $2,251 | $2,950-23.7% | $3,560-36.8% | $3,022-25.5% |
| Admin fee / account holder | $69 | $527-86.9% | $4,821-98.6% | $592-88.3% |