See peer percentile detail. $4.99 for your first month.
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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 49 | Other Services | $15,046 |
Filed as: RAYMOND JAMES Service code 99 · EIN 59-2937883 | Other Fees | $5,077 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,375 |
NOVA 401(K) ASSOCIATES1 year Filed as: NOVA ASSOCIATES INC. Service code 49 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,389 | $73,638-46.5% | $95,952-58.9% | $73,488-46.4% |
| Participation rate | 81.3% | 76.2%+5.1pp | 77.1%+4.2pp | 70.7%+10.6pp |
| Annual return | 10.86% | 16.78%-5.9pp | 91.61%-80.8pp | 28.51%-17.7pp |
| Employer contribution / active EE | $513 | $1,863-72.4% | $2,541-79.8% | $2,270-77.4% |
| Participant deferral / active EE | $3,695 | $3,617+2.2% | $4,167-11.3% | $3,740-1.2% |
| Admin fee / account holder | $96 | $482-80.0% | $6,795-98.6% | $513-81.2% |