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 WEALTH3 years Service code 99 · EIN 85-1659330 | Other Fees | $24,299 |
NOVA 401(K) ASSOCIATES4 years Service code 49 | Other Services | $7,130 |
NOVA 401(K) ASSOCIATES4 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.
Annual investment return 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 | $37,044 | $76,050-51.3% | $96,544-61.6% | $71,457-48.2% |
| Participation rate | 93.1% | 74.4%+18.7pp | 76.0%+17.1pp | 67.9%+25.1pp |
| Annual return | 13.35% | 22.81%-9.5pp | 25.84%-12.5pp | 28.85%-15.5pp |
| Employer contribution / active EE | $629 | $2,244-72.0% | $2,965-78.8% | $2,588-75.7% |
| Participant deferral / active EE | $4,802 | $4,215+13.9% | $4,851-1.0% | $4,289+12.0% |
| Admin fee / account holder | $185 | $2,707-93.2% | $8,252-97.8% | $1,587-88.4% |