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 ZIMMERMAN4 years Service code 99 · EIN 75-2909831 | Other Fees | $23,853 |
NOVA 401(K) ASSOCIATES7+ years Service code 17 · EIN 20-1181458 | Pension Consulting | $3,983 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,992 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,390 | $84,936-17.1% | $111,297-36.8% | $79,386-11.3% |
| Participation rate | 89.0% | 75.9%+13.1pp | 77.3%+11.7pp | 70.7%+18.3pp |
| Annual return | 9.29% | 17.45%-8.2pp | 54.65%-45.4pp | 116.85%-107.6pp |
| Employer contribution / active EE | $1,956 | $1,979-1.2% | $2,731-28.4% | $2,427-19.4% |
| Participant deferral / active EE | $3,107 | $3,888-20.1% | $4,487-30.7% | $4,046-23.2% |
| Admin fee / account holder | $45 | $537-91.6% | $7,964-99.4% | $626-92.8% |