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 ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $3,650 |
NOVA 401(K) ASSOCIATES1 year Service code 49 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Other Services | $3,225 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $39,177 | $106,110-63.1% | $147,005-73.3% | $77,671-49.6% |
| Participation rate | 71.3% | 78.4%-7.1pp | 82.2%-10.9pp | 70.6%+0.7pp |
| Annual return | 17.69% | 56.77%-39.1pp | 418.76%-401.1pp | 31.21%-13.5pp |
| Employer contribution / active EE | $642 | $4,065-84.2% | $4,934-87.0% | $2,726-76.5% |
| Participant deferral / active EE | $3,523 | $7,992-55.9% | $8,070-56.3% | $4,648-24.2% |
| Admin fee / account holder | $53 | $338-84.4% | $13,006-99.6% | $430-87.7% |