Filed November 17, 2025
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 49 10777 NW FWY · HOUSTON, TX 77092 | Other Services | $5,807 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,507 | $101,317-28.4% | $146,958-50.7% | $74,495-2.7% |
| Participation rate | 99.4% | 75.5%+23.9pp | 82.2%+17.2pp | 67.2%+32.2pp |
| Annual return | 15.09% | 8730.91%-8715.8pp | 418.34%-403.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $4,913 | $3,810+28.9% | $4,933-0.4% | $2,623+87.3% |
| Participant deferral / active EE | $6,016 | $7,303-17.6% | $8,070-25.4% | $4,346+38.4% |
| Admin fee / account holder | $26 | $1,739-98.5% | $12,998-99.8% | $1,942-98.7% |