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 |
|---|---|---|
Service code 99 · EIN 59-2937883 | Other Fees | $105,835 |
NOVA 401(K) ASSOCIATES2 years Service code 17 · EIN 20-1181458 | Pension Consulting | $20,188 |
Filed as: ADMINISTRATIVE FIDUCIARY SERVICE Service code 99 · EIN 11-1000111 | Other Fees | $17,606 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,570 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,569 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,806 | $44,626-55.6% | $86,188-77.0% | $80,160-75.3% |
| Participation rate | 94.7% | 63.5%+31.2pp | 69.0%+25.8pp | 72.9%+21.8pp |
| Annual return | 17.84% | 19.61%-1.8pp | 1168.45%-1150.6pp | 40.38%-22.5pp |
| Employer contribution / active EE | $0 | $1,099-100.0% | $2,380-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $3,860 | $2,769+39.4% | $3,985-3.1% | $5,017-23.1% |
| Admin fee / account holder | $107 | $133-19.9% | $6,852-98.4% | $145-26.4% |