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: BENTON, DUROY & IVEY, PC. Service code 10 · EIN 74-2170758 | Accounting | $9,149 |
NOVA 401(K) ASSOCIATES3+ years Filed as: NOVA 401 (K) ASSOCIATES Service code 17 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Pension Consulting | $5,699 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $1,630 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $87,241 | $55,449+57.3% | $83,848+4.0% | $56,287+55.0% |
| Participation rate | 67.0% | 68.0%-1.0pp | 76.1%-9.1pp | 69.9%-2.9pp |
| Annual return | -3.89% | -1.38%-2.5pp | 850.88%-854.8pp | -9.96%+6.1pp |
| Employer contribution / active EE | $256 | $2,430-89.5% | $3,631-93.0% | $2,111-87.9% |
| Participant deferral / active EE | $2,413 | $2,935-17.8% | $4,082-40.9% | $3,350-28.0% |
| Admin fee / account holder | $201 | $656-69.4% | $5,478-96.3% | $521-61.4% |