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 13-3689044 | Recordkeeping | $83,505 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA 401K ASSOCIATES LP Service code 15 · EIN 20-1181458 | Recordkeeping | $47,734 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,130 | $106,028-76.3% | $146,958-82.9% | $77,643-67.6% |
| Participation rate | 98.5% | 78.4%+20.1pp | 82.2%+16.3pp | 70.6%+27.9pp |
| Annual return | 12.81% | 56.73%-43.9pp | 418.34%-405.5pp | 31.24%-18.4pp |
| Employer contribution / active EE | $3,652 | $4,063-10.1% | $4,933-26.0% | $2,726+34.0% |
| Participant deferral / active EE | $5,915 | $7,990-26.0% | $8,070-26.7% | $4,647+27.3% |
| Admin fee / account holder | $162 | $337-52.1% | $12,998-98.8% | $430-62.4% |