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 | $106,110-76.3% | $147,005-82.9% | $77,671-67.6% |
| Participation rate | 98.5% | 78.4%+20.1pp | 82.2%+16.3pp | 70.6%+27.9pp |
| Annual return | 12.81% | 56.77%-44.0pp | 418.76%-406.0pp | 31.21%-18.4pp |
| Employer contribution / active EE | $3,652 | $4,065-10.1% | $4,934-26.0% | $2,726+34.0% |
| Participant deferral / active EE | $5,915 | $7,992-26.0% | $8,070-26.7% | $4,648+27.3% |
| Admin fee / account holder | $162 | $338-52.1% | $13,006-98.8% | $430-62.4% |