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 WEALTH4 years Service code 99 · EIN 85-1659330 | Other Fees | $30,275 |
NOVA 401(K) ASSOCIATES5 years Service code 49 | Other Services | $5,488 |
NOVA 401(K) ASSOCIATES5 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 64 · EIN 71-0294708 | Recordkeeping Fees | $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 | $41,811 | $79,171-47.2% | $102,423-59.2% | $74,495-43.9% |
| Participation rate | 92.7% | 74.8%+17.9pp | 76.5%+16.2pp | 67.2%+25.5pp |
| Annual return | 16.52% | 54.93%-38.4pp | 29.32%-12.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $740 | $2,362-68.7% | $3,023-75.5% | $2,623-71.8% |
| Participant deferral / active EE | $5,376 | $4,415+21.8% | $5,053+6.4% | $4,346+23.7% |
| Admin fee / account holder | $178 | $2,001-91.1% | $9,451-98.1% | $1,942-90.8% |