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 6-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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,227 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA 401K ASSOCIATES Service code 17 · EIN 20-1181458 | Pension Consulting | $0 |
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 | $88,203 | $58,083+51.9% | $80,019+10.2% | $56,287+56.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -5.33% | 34.61%-39.9pp | 11.22%-16.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $3,849 | $1,932+99.2% | $2,468+56.0% | $2,111+82.3% |
| Participant deferral / active EE | $5,968 | $3,135+90.4% | $3,686+61.9% | $3,350+78.2% |
| Admin fee / account holder | $33 | $623-94.7% | $6,521-99.5% | $521-93.7% |