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) ASSOCIATES1 year Service code 13 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Contract Administrator | $18,262 |
Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, ID 52556 | Advisory (Plan) | $7,485 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,676 | $51,197+22.4% | $82,719-24.2% | $66,914-6.3% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -15.70% | -9.64%-6.1pp | 701.18%-716.9pp | 1.58%-17.3pp |
| Employer contribution / active EE | $4,335 | $2,611+66.1% | $3,009+44.1% | $2,544+70.4% |
| Participant deferral / active EE | $4,307 | $3,458+24.5% | $4,395-2.0% | $4,237+1.6% |
| Admin fee / account holder | $193 | $416-53.6% | $5,329-96.4% | $593-67.5% |