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) | $128,590 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,663 |
Filed as: KESTRA INVESTMENT SERVICE, LLC Service code 55 · EIN 06-1375177 | Other Commissions | $0 |
NOVA 401(K) ASSOCIATES4 years Filed as: NOVA 401(K) ASSOCIATES LP Service code 17 · EIN 20-1181458 | Pension Consulting | $0 |
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 | $82,197 | $67,512+21.8% | $185,823-55.8% | $93,030-11.6% |
| Participation rate | 51.3% | 67.1%-15.8pp | 81.7%-30.4pp | 73.9%-22.6pp |
| Annual return | 22.95% | 21.04%+1.9pp | 122.05%-99.1pp | 158.70%-135.7pp |
| Employer contribution / active EE | $922 | $1,783-48.3% | $5,167-82.2% | $2,706-65.9% |
| Participant deferral / active EE | $8,482 | $3,035+179.4% | $5,568+52.3% | $4,562+85.9% |
| Admin fee / account holder | $43 | $318-86.4% | $16,237-99.7% | $152-71.4% |