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 15 · EIN 04-1590850 | Recordkeeping | $3,960 |
NOVA 401(K) ASSOCIATES1 year Service code 17 · EIN 20-1181458 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Pension Consulting | $0 |
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.
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 | $201,663 | $89,355+125.7% | $141,162+42.9% | $72,985+176.3% |
| Participation rate | 73.9% | 75.1%-1.2pp | 82.5%-8.6pp | 69.5%+4.4pp |
| Annual return | -35.77% | 111.85%-147.6pp | 71.39%-107.2pp | 81.00%-116.8pp |
| Employer contribution / active EE | $1,276 | $3,114-59.0% | $4,735-73.1% | $2,440-47.7% |
| Participant deferral / active EE | $10,495 | $5,418+93.7% | $6,709+56.4% | $3,607+190.9% |
| Admin fee / account holder | $750 | $5,958-87.4% | $10,261-92.7% | $5,124-85.4% |