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 10-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 |
|---|---|---|
NOVA 401(K) ASSOCIATES4 years Service code 49 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Other Services | $7,514 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $7,259 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,006 | $56,767-66.5% | $101,794-81.3% | $85,563-77.8% |
| Participation rate | 81.4% | 57.6%+23.8pp | 69.2%+12.2pp | 66.0%+15.4pp |
| Annual return | 21.04% | 17.76%+3.3pp | 30.53%-9.5pp | 31.51%-10.5pp |
| Employer contribution / active EE | $0 | $1,112-100.0% | $2,289-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $3,782 | $2,720+39.0% | $4,084-7.4% | $4,375-13.6% |
| Admin fee / account holder | $118 | $1,098-89.3% | $8,777-98.7% | $834-85.9% |