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 9-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 |
|---|---|---|
AVALAN LLC1 year Filed as: AVALAN Service code 99 · EIN 27-4448768 | Other Fees | $72,775 |
NOVA 401(K) ASSOCIATES1 year Service code 49 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Other Services | $6,759 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,258 | $87,870+30.0% | $113,168+1.0% | $74,304+53.8% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 18.45% | 26.44%-8.0pp | 24.27%-5.8pp | 29.43%-11.0pp |
| Employer contribution / active EE | $10,603 | $2,277+365.6% | $2,975+256.4% | $2,241+373.1% |
| Participant deferral / active EE | $8,607 | $4,241+103.0% | $5,107+68.5% | $3,767+128.5% |
| Admin fee / account holder | $48 | $3,368-98.6% | $12,068-99.6% | $2,969-98.4% |