Filed March 13, 2025
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: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $33,411 |
UBS FINANCIAL SERVICES INC9+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $31,695 |
NOVA 401(K) ASSOCIATES6 years Service code 13 10777 NORTHWEST FREEWAY STE 440 · HOUSTON, TX 77092 | Contract Administrator | $14,176 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,561 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,337 | $50,815-85.6% | $155,509-95.3% | $77,643-90.5% |
| Participation rate | 99.9% | 63.1%+36.8pp | 78.2%+21.7pp | 70.6%+29.3pp |
| Annual return | 14.98% | 34.80%-19.8pp | 64.67%-49.7pp | 31.24%-16.3pp |
| Employer contribution / active EE | $470 | $1,993-76.4% | $4,672-89.9% | $2,726-82.7% |
| Participant deferral / active EE | $1,197 | $2,822-57.6% | $5,626-78.7% | $4,647-74.3% |
| Admin fee / account holder | $93 | $437-78.8% | $15,912-99.4% | $430-78.5% |