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 9-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 |
|---|---|---|
NOVA 401(K) ASSOCIATES1 year Service code 17 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Pension Consulting | $30,440 |
EDWARD JONES5 years Filed as: EDWARD D. JONES & CO., L.P. Service code 26 · EIN 43-0345811 | Advisory (Participants) | $22,747 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $798 |
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 | $22,544 | $46,292-51.3% | $143,757-84.3% | $64,808-65.2% |
| Participation rate | 97.5% | 64.2%+33.3pp | 80.3%+17.2pp | 71.5%+26.1pp |
| Annual return | -17.28% | -10.05%-7.2pp | -0.04%-17.2pp | 32.82%-50.1pp |
| Employer contribution / active EE | $2,011 | $1,910+5.3% | $4,951-59.4% | $2,506-19.8% |
| Participant deferral / active EE | $4,077 | $2,646+54.1% | $5,637-27.7% | $4,310-5.4% |
| Admin fee / account holder | $20 | $154-87.1% | $14,673-99.9% | $188-89.5% |