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 |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $43,782 |
NOVA 401(K) ASSOCIATES1 year Service code 15 10777 NORTHWEST FWY STE 440 · HOUSTON, TX 77092 | Recordkeeping | $4,442 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,896 | $58,208+30.4% | $81,812-7.2% | $80,856-6.1% |
| Participation rate | 66.7% | 63.4%+3.3pp | 72.3%-5.7pp | 67.6%-1.0pp |
| Annual return | 10.69% | 41.66%-31.0pp | 773.79%-763.1pp | 35.59%-24.9pp |
| Employer contribution / active EE | $3,235 | $2,340+38.3% | $2,912+11.1% | $2,755+17.4% |
| Participant deferral / active EE | $5,526 | $3,281+68.4% | $4,319+28.0% | $4,296+28.6% |
| Admin fee / account holder | $271 | $4,981-94.6% | $7,386-96.3% | $6,918-96.1% |