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 INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $71,562 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA 401(K) ASSOCIATES LP Service code 17 · EIN 20-1181458 | Pension Consulting | $8,533 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $7,631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,974 | $47,456+15.8% | $172,739-68.2% | $77,787-29.3% |
| Participation rate | 52.5% | 66.3%-13.8pp | 82.6%-30.2pp | 73.2%-20.7pp |
| Annual return | 34.67% | 35.57%-0.9pp | 802.84%-768.2pp | 32.57%+2.1pp |
| Employer contribution / active EE | $8 | $1,574-99.5% | $5,143-99.8% | $2,504-99.7% |
| Participant deferral / active EE | $7,376 | $2,560+188.2% | $5,198+41.9% | $3,967+85.9% |
| Admin fee / account holder | $32 | $81-59.8% | $13,954-99.8% | $100-67.5% |