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 10-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 |
|---|---|---|
Filed as: VOYA RETIREMENT ADVSIORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $10,632 |
NOVA 401(K) ASSOCIATES9 years Service code 49 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Other Services | $9,870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,477 | $110,483-19.0% | $145,433-38.5% | $79,634+12.4% |
| Participation rate | 55.7% | 71.1%-15.4pp | 82.1%-26.4pp | 62.5%-6.8pp |
| Annual return | 16.62% | 24.62%-8.0pp | 66.58%-50.0pp | 36.46%-19.8pp |
| Employer contribution / active EE | $2,502 | $4,053-38.3% | $4,554-45.1% | $2,529-1.1% |
| Participant deferral / active EE | $5,220 | $7,216-27.7% | $7,897-33.9% | $3,835+36.1% |
| Admin fee / account holder | $75 | $680-88.9% | $13,129-99.4% | $1,002-92.5% |