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 |
|---|---|---|
VANCE WEALTH1 year Service code 99 · EIN 85-1659330 | Other Fees | $27,029 |
NOVA 401(K) ASSOCIATES2 years Service code 49 | Other Services | $6,459 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA ASSOCIATES INC. Service code 17 · EIN 20-1181458 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Pension Consulting | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,015 | $84,936-45.8% | $111,297-58.7% | $79,386-42.0% |
| Participation rate | 83.9% | 75.9%+8.1pp | 77.3%+6.6pp | 70.7%+13.2pp |
| Annual return | 13.99% | 17.45%-3.5pp | 54.65%-40.7pp | 116.85%-102.9pp |
| Employer contribution / active EE | $529 | $1,979-73.3% | $2,731-80.6% | $2,427-78.2% |
| Participant deferral / active EE | $4,121 | $3,888+6.0% | $4,487-8.2% | $4,046+1.9% |
| Admin fee / account holder | $247 | $537-54.0% | $7,964-96.9% | $626-60.6% |