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) ASSOCIATES6+ years Service code 17 · EIN 20-1181458 | Pension Consulting | $4,167 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,108 |
MARCIA ZIMMERMAN3 years Service code 99 · EIN 75-2909831 | Other Fees | $1,981 |
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 | $63,598 | $73,638-13.6% | $95,952-33.7% | $73,488-13.5% |
| Participation rate | 86.4% | 76.2%+10.2pp | 77.1%+9.3pp | 70.7%+15.7pp |
| Annual return | 13.23% | 16.78%-3.6pp | 91.61%-78.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,917 | $1,863+2.9% | $2,541-24.6% | $2,270-15.5% |
| Participant deferral / active EE | $2,996 | $3,617-17.2% | $4,167-28.1% | $3,740-19.9% |
| Admin fee / account holder | $31 | $482-93.5% | $6,795-99.5% | $513-93.9% |