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 WEALTH2 years Service code 99 · EIN 85-1659330 | Other Fees | $24,985 |
NOVA 401(K) ASSOCIATES3 years Service code 49 | Other Services | $7,233 |
NOVA 401(K) ASSOCIATES3 years Filed as: NOVA ASSOCIATES INC. Service code 49 · EIN 20-1181458 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,432 | $65,435-44.3% | $86,677-58.0% | $66,914-45.6% |
| Participation rate | 89.3% | 75.5%+13.9pp | 76.6%+12.7pp | 69.8%+19.5pp |
| Annual return | -12.43% | -10.89%-1.5pp | 35.91%-48.3pp | 1.58%-14.0pp |
| Employer contribution / active EE | $684 | $2,153-68.2% | $2,836-75.9% | $2,544-73.1% |
| Participant deferral / active EE | $4,976 | $4,100+21.4% | $4,656+6.9% | $4,237+17.5% |
| Admin fee / account holder | $215 | $642-66.5% | $7,493-97.1% | $593-63.8% |