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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.
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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 ADVISORS3 years Service code 99 · EIN 85-1065038 | Other Fees | $55,320 |
NOVA 401(K) ASSOCIATES3 years Service code 49 · EIN 20-1181458 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Other Services | $22,003 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS L Service code 99 · EIN 82-1434504 | Other Fees | $17,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $32,652 | $53,136-38.6% | $155,509-79.0% | $199,593-83.6% |
| Participation rate | 57.0% | 64.1%-7.1pp | 78.2%-21.2pp | 72.0%-15.0pp |
| Annual return | 34.62% | 41.15%-6.5pp | 64.67%-30.1pp | 34.25%+0.4pp |
| Employer contribution / active EE | $1,296 | $1,851-30.0% | $4,672-72.3% | $3,034-57.3% |
| Participant deferral / active EE | $4,558 | $3,161+44.2% | $5,626-19.0% | $5,087-10.4% |
| Admin fee / account holder | $352 | $185+90.0% | $15,912-97.8% | $269+31.0% |