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 |
|---|---|---|
CURAFIN ADVISORS2 years Service code 49 · EIN 11-1000111 | Other Services | $58,580 |
NOVA 401(K) ASSOCIATES2 years Service code 49 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Other Services | $10,463 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,443 | $50,127-53.2% | $149,673-84.3% | $80,160-70.8% |
| Participation rate | 68.0% | 64.3%+3.7pp | 78.8%-10.8pp | 72.9%-5.0pp |
| Annual return | 61.61% | 29.82%+31.8pp | 134.42%-72.8pp | 40.38%+21.2pp |
| Employer contribution / active EE | $1,670 | $1,865-10.4% | $4,818-65.3% | $2,978-43.9% |
| Participant deferral / active EE | $5,046 | $3,194+58.0% | $5,680-11.2% | $5,017+0.6% |
| Admin fee / account holder | $300 | $153+96.3% | $13,210-97.7% | $145+106.8% |