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 |
|---|---|---|
MARCIA ZIMMERMAN2 years Service code 99 · EIN 75-2909831 | Other Fees | $18,367 |
NOVA 401(K) ASSOCIATES5+ years Service code 17 · EIN 20-1181458 | Pension Consulting | $5,333 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,667 |
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 | $57,080 | $65,376-12.7% | $87,100-34.5% | $65,185-12.4% |
| Participation rate | 86.8% | 75.3%+11.5pp | 76.9%+9.9pp | 70.2%+16.6pp |
| Annual return | 16.46% | 31.27%-14.8pp | 28.19%-11.7pp | 29.38%-12.9pp |
| Employer contribution / active EE | $1,825 | $1,822+0.1% | $2,521-27.6% | $2,177-16.2% |
| Participant deferral / active EE | $2,882 | $3,388-15.0% | $4,049-28.8% | $3,514-18.0% |
| Admin fee / account holder | $56 | $520-89.3% | $7,497-99.3% | $847-93.4% |