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) ASSOCIATES2+ years Service code 17 · EIN 20-1181458 | Pension Consulting | $7,067 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,533 |
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 | $35,228 | $70,908-50.3% | $98,907-64.4% | $73,488-52.1% |
| Participation rate | 91.9% | 73.8%+18.2pp | 76.0%+15.9pp | 70.7%+21.3pp |
| Annual return | 17.35% | 34.17%-16.8pp | 196.43%-179.1pp | 28.51%-11.2pp |
| Employer contribution / active EE | $1,069 | $2,036-47.5% | $2,689-60.2% | $2,270-52.9% |
| Participant deferral / active EE | $3,055 | $3,500-12.7% | $4,244-28.0% | $3,740-18.3% |
| Admin fee / account holder | $57 | $535-89.3% | $6,642-99.1% | $513-88.9% |