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 | $119,446-25.1% | $150,045-40.4% | $85,563+4.6% |
| Participation rate | 55.7% | 75.4%-19.7pp | 82.3%-26.6pp | 66.0%-10.2pp |
| Annual return | 16.62% | 23.72%-7.1pp | 62.55%-45.9pp | 31.51%-14.9pp |
| Employer contribution / active EE | $2,502 | $4,078-38.6% | $4,693-46.7% | $2,654-5.7% |
| Participant deferral / active EE | $5,220 | $7,985-34.6% | $7,997-34.7% | $4,375+19.3% |
| Admin fee / account holder | $75 | $548-86.2% | $13,435-99.4% | $834-91.0% |