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 10-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 13 · EIN 42-0127290 | Contract Administrator | $55,576 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $33,739 |
NOVA 401(K) ASSOCIATES1 year Service code 13 · EIN 20-1181458 | Contract Administrator | $7,373 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,957 | $101,317+38.1% | $146,958-4.8% | $74,495+87.9% |
| Participation rate | 94.9% | 75.5%+19.3pp | 82.2%+12.7pp | 67.2%+27.7pp |
| Annual return | 19.97% | 8730.91%-8710.9pp | 418.34%-398.4pp | 1364.94%-1345.0pp |
| Employer contribution / active EE | $4,314 | $3,810+13.2% | $4,933-12.5% | $2,623+64.5% |
| Participant deferral / active EE | $7,278 | $7,303-0.3% | $8,070-9.8% | $4,346+67.5% |
| Admin fee / account holder | $274 | $1,739-84.2% | $12,998-97.9% | $1,942-85.9% |