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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-4317381 | Advisory (Plan) | $2,102 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,102 |
NOVA 401(K) ASSOCIATES3+ years Service code 49 · EIN 20-1181458 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,858 | $93,131-54.0% | $106,548-59.8% | $86,799-50.6% |
| Participation rate | 88.2% | 81.4%+6.8pp | 76.1%+12.1pp | 72.3%+16.0pp |
| Annual return | 74.75% | 19.45%+55.3pp | 26.80%+47.9pp | 97.91%-23.2pp |
| Employer contribution / active EE | $1,332 | $2,895-54.0% | $2,819-52.8% | $2,405-44.6% |
| Participant deferral / active EE | $3,009 | $4,708-36.1% | $4,398-31.6% | $4,131-27.2% |
| Admin fee / account holder | $65 | $145-55.0% | $7,407-99.1% | $170-61.5% |