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 · EIN 84-0467907 | Recordkeeping Fees | $12,760 |
NOVA 401(K) ASSOCIATES5 years Service code 13 · EIN 20-1181458 | Contract Administrator | $6,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,326 | $88,083-41.7% | $164,813-68.9% | $74,495-31.1% |
| Participation rate | 56.0% | 73.0%-17.0pp | 78.6%-22.6pp | 67.2%-11.2pp |
| Annual return | 14.80% | 17.26%-2.5pp | 69.93%-55.1pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,401 | $2,593-46.0% | $4,341-67.7% | $2,623-46.6% |
| Participant deferral / active EE | $2,473 | $4,498-45.0% | $6,031-59.0% | $4,346-43.1% |
| Admin fee / account holder | $119 | $2,234-94.7% | $12,690-99.1% | $1,942-93.9% |