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 8-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 |
|---|---|---|
EQUITABLE ADVISORS LLC2 years Service code 99 · EIN 13-4071393 | Other Fees | $37,396 |
NOVA 401(K) ASSOCIATES1 year Service code 49 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Other Services | $23,129 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,983 | $73,360+6.3% | $177,989-56.2% | $74,495+4.7% |
| Participation rate | 95.1% | 66.6%+28.5pp | 77.1%+18.1pp | 67.2%+27.9pp |
| Annual return | 11.31% | 17.49%-6.2pp | 294.48%-283.2pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $6,276-100.0% | $4,346-100.0% |
| Admin fee / account holder | $423 | $1,808-76.6% | $10,363-95.9% | $1,942-78.2% |