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 6-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 |
|---|---|---|
NOVA 401(K) ASSOCIATES1 year Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $6,052 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,155 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,565 | $73,360-31.1% | $177,989-71.6% | $74,495-32.1% |
| Participation rate | 61.5% | 66.6%-5.1pp | 77.1%-15.5pp | 67.2%-5.7pp |
| Annual return | 25.21% | 17.49%+7.7pp | 294.48%-269.3pp | 1364.94%-1339.7pp |
| Employer contribution / active EE | $3,298 | $2,216+48.8% | $3,949-16.5% | $2,623+25.7% |
| Participant deferral / active EE | $3,719 | $4,513-17.6% | $6,276-40.8% | $4,346-14.4% |
| Admin fee / account holder | $40 | $1,808-97.8% | $10,363-99.6% | $1,942-98.0% |