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 |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES INC. Service code 26 · EIN 59-1237041 | Advisory (Participants) | $59,493 |
NOVA 401(K) ASSOCIATES3 years Service code 49 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Other Services | $11,365 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,462 | $99,078-81.4% | $96,544-80.9% | $74,419-75.2% |
| Participation rate | 95.2% | 80.7%+14.5pp | 76.0%+19.2pp | 70.7%+24.4pp |
| Annual return | 20.19% | 22.48%-2.3pp | 25.84%-5.7pp | 34.38%-14.2pp |
| Employer contribution / active EE | $900 | $2,570-65.0% | $2,965-69.6% | $2,637-65.9% |
| Participant deferral / active EE | $3,425 | $4,933-30.6% | $4,851-29.4% | $4,528-24.4% |
| Admin fee / account holder | $220 | $225-2.2% | $8,252-97.3% | $348-36.9% |