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 |
|---|---|---|
NOVA 401(K) ASSOCIATES1+ years Service code 17 · EIN 20-1181458 | Pension Consulting | $9,412 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,705 |
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 | $33,980 | $66,310-48.8% | $93,606-63.7% | $65,185-47.9% |
| Participation rate | 96.6% | 74.0%+22.6pp | 75.8%+20.7pp | 70.2%+26.4pp |
| Annual return | 23.31% | 42.58%-19.3pp | 32.76%-9.4pp | 29.38%-6.1pp |
| Employer contribution / active EE | $1,384 | $2,012-31.2% | $2,718-49.1% | $2,177-36.4% |
| Participant deferral / active EE | $3,560 | $3,342+6.5% | $4,069-12.5% | $3,514+1.3% |
| Admin fee / account holder | $84 | $6,897-98.8% | $7,888-98.9% | $847-90.1% |