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 7-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 FWY · HOUSTON, TX 77092 | Contract Administrator | $1,742 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,626 | $80,724-54.6% | $103,333-64.6% | $74,495-50.8% |
| Participation rate | 55.5% | 65.7%-10.2pp | 74.5%-19.0pp | 67.2%-11.7pp |
| Annual return | 36.94% | 27.56%+9.4pp | 24.88%+12.1pp | 1364.94%-1328.0pp |
| Employer contribution / active EE | $1,464 | $3,157-53.6% | $3,868-62.2% | $2,623-44.2% |
| Participant deferral / active EE | $2,443 | $3,860-36.7% | $5,057-51.7% | $4,346-43.8% |
| Admin fee / account holder | $20 | $2,368-99.1% | $8,355-99.8% | $1,942-99.0% |