See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,632 |
NOVA 401(K) ASSOCIATES1 year Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $1,051 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,799 | $61,272-77.5% | $149,673-90.8% | $71,457-80.7% |
| Participation rate | 24.6% | 62.5%-37.9pp | 78.8%-54.2pp | 67.9%-43.3pp |
| Annual return | 29.20% | 35.85%-6.6pp | 134.42%-105.2pp | 28.85%+0.4pp |
| Employer contribution / active EE | $1,059 | $2,378-55.5% | $4,818-78.0% | $2,588-59.1% |
| Participant deferral / active EE | $2,668 | $2,917-8.5% | $5,680-53.0% | $4,289-37.8% |
| Admin fee / account holder | $173 | $1,261-86.3% | $13,210-98.7% | $1,587-89.1% |