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 |
|---|---|---|
Filed as: CARY STREET PARTNERS INVESTMENT ADV Service code 99 · EIN 26-0070474 | Other Fees | $39,574 |
NOVA 401(K) ASSOCIATES6+ years Service code 49 · EIN 20-1181458 | Other Services | $8,227 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,652 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $36,689 | $92,055-60.1% | $106,213-65.5% | $77,643-52.7% |
| Participation rate | 91.4% | 81.0%+10.4pp | 75.3%+16.1pp | 70.6%+20.8pp |
| Annual return | 13.99% | 17.91%-3.9pp | 116.14%-102.1pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,827 | $3,367-16.1% | $3,171-10.9% | $2,726+3.7% |
| Participant deferral / active EE | $4,580 | $5,386-15.0% | $5,016-8.7% | $4,647-1.5% |
| Admin fee / account holder | $64 | $219-70.9% | $11,033-99.4% | $430-85.2% |