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) ASSOCIATES3+ years Service code 17 · EIN 20-1181458 | Pension Consulting | $6,571 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,285 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,170 | $64,909-28.9% | $82,313-43.9% | $62,292-25.9% |
| Participation rate | 80.5% | 74.9%+5.7pp | 76.9%+3.6pp | 69.5%+11.0pp |
| Annual return | 10.70% | 21.18%-10.5pp | 25.88%-15.2pp | 28.90%-18.2pp |
| Employer contribution / active EE | $1,684 | $1,676+0.5% | $2,428-30.7% | $2,042-17.5% |
| Participant deferral / active EE | $2,808 | $3,103-9.5% | $3,706-24.2% | $3,169-11.4% |
| Admin fee / account holder | $68 | $440-84.6% | $5,608-98.8% | $479-85.9% |