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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $27,189 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA 401K ASSOCIATES, LP Service code 13 10777 NORTHWEST FRWY · HOUSTON, TX 77092 | Contract Administrator | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,878 | $64,457-72.3% | $111,392-83.9% | $55,725-67.9% |
| Participation rate | 99.8% | 79.7%+20.1pp | 78.9%+20.9pp | 70.9%+28.9pp |
| Annual return | -0.37% | -19.97%+19.6pp | -2.06%+1.7pp | 244.93%-245.3pp |
| Employer contribution / active EE | $2,206 | $3,956-44.2% | $4,328-49.0% | $2,078+6.2% |
| Participant deferral / active EE | $2,284 | $5,219-56.2% | $5,567-59.0% | $3,356-31.9% |
| Admin fee / account holder | $40 | $112-64.1% | $12,266-99.7% | $115-65.1% |