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 |
|---|---|---|
Service code 99 · EIN 59-2937883 | Other Fees | $136,663 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $49,353 |
NOVA 401(K) ASSOCIATES3 years Service code 49 · EIN 20-1181458 | Other Services | $25,472 |
Filed as: ADMINISTRATIVE FIDUCIARY SERVICE Service code 99 · EIN 46-2919997 | Other Fees | $17,600 |
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,732 | $48,698-51.3% | $93,606-74.6% | $199,593-88.1% |
| Participation rate | 92.6% | 63.5%+29.1pp | 68.7%+23.9pp | 72.0%+20.6pp |
| Annual return | 13.51% | 15.34%-1.8pp | 133.20%-119.7pp | 34.25%-20.7pp |
| Employer contribution / active EE | $2,436 | $1,135+114.7% | $2,420+0.7% | $3,034-19.7% |
| Participant deferral / active EE | $4,154 | $2,817+47.5% | $4,411-5.8% | $5,087-18.3% |
| Admin fee / account holder | $155 | $195-20.7% | $8,285-98.1% | $269-42.5% |