See peer percentile detail. $4.99 for your first month.
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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: KESTRA INVESTMENT SERVICES, LLC Service code 55 STE 400, 5707 SOUTHWEST PKWY BLDG 2 · AUSTIN, TX 78735 | Other Commissions | $90,318 |
NOVA 401(K) ASSOCIATES2 years Service code 49 10777 NORTHWEST FWY STE 440 · HOUSTON, TX 77092 | Other Services | $33,584 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $33,338 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 99 · EIN 36-4317381 | Other Fees | $13,264 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,409 | $50,127+66.4% | $149,673-44.3% | $80,160+4.1% |
| Participation rate | 40.9% | 64.3%-23.4pp | 78.8%-37.9pp | 72.9%-32.0pp |
| Annual return | 22.04% | 29.82%-7.8pp | 134.42%-112.4pp | 40.38%-18.3pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $6,151 | $3,194+92.6% | $5,680+8.3% | $5,017+22.6% |
| Admin fee / account holder | $45 | $153-70.8% | $13,210-99.7% | $145-69.2% |