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: RESOURCES INVESTMENT ADVISORS, LLC Service code 99 · EIN 43-1451524 | Other Fees | $16,820 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,657 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA 401(K) ASSCOIATES Service code 49 · EIN 71-0294708 10777 NORTHWEST FWY #440 · HOUSTON, TX 77092 | Other Services | $0 |
Participant 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 | $21,779 | $72,254-69.9% | $86,677-74.9% | $64,808-66.4% |
| Participation rate | 98.3% | 80.4%+17.8pp | 76.6%+21.7pp | 71.5%+26.8pp |
| Annual return | -15.95% | 392.42%-408.4pp | 35.91%-51.9pp | 32.82%-48.8pp |
| Employer contribution / active EE | $1,548 | $2,393-35.3% | $2,836-45.4% | $2,506-38.2% |
| Participant deferral / active EE | $2,269 | $4,658-51.3% | $4,656-51.3% | $4,310-47.4% |
| Admin fee / account holder | $79 | $174-54.7% | $7,493-98.9% | $188-58.1% |