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 |
|---|---|---|
NOVA 401(K) ASSOCIATES4 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $19,237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,334 | $53,165-11.0% | $86,188-45.1% | $74,419-36.4% |
| Participation rate | 52.5% | 64.9%-12.3pp | 69.0%-16.4pp | 70.7%-18.2pp |
| Annual return | 14.35% | 22.64%-8.3pp | 1168.45%-1154.1pp | 34.38%-20.0pp |
| Employer contribution / active EE | $543 | $1,210-55.1% | $2,380-77.2% | $2,637-79.4% |
| Participant deferral / active EE | $2,996 | $3,234-7.4% | $3,985-24.8% | $4,528-33.8% |
| Admin fee / account holder | $337 | $551-38.9% | $6,852-95.1% | $348-3.1% |