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 7-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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $170,004 |
KESTRA INVESTMENT SERVICES LLC6+ years Service code 55 5707 SOUTHWEST PARKWAY, BUILDING 2 · AUSTIN, TX 78735 | Other Commissions | $78,945 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,885 |
NOVA 401(K) ASSOCIATES1 year Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $41,143 |
Service code 27 3355 COCHRAN ST. 101 · SIMI VALLEY, CA 93063 | Advisory (Plan) | $20,837 |
PENSION ASSURANCE LLP2 years Service code 99 20335 VENTURA BLVD · WOODLAND HILLS, CA 91364 | Other Fees | $16,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,357 | $113,293-57.3% | $67,502-28.4% | $199,593-75.8% |
| Participation rate | 86.3% | 73.3%+12.9pp | 72.9%+13.4pp | 72.0%+14.3pp |
| Annual return | 74.72% | 15.88%+58.8pp | 3512.12%-3437.4pp | 34.25%+40.5pp |
| Employer contribution / active EE | $1,889 | $3,401-44.5% | $2,731-30.8% | $3,034-37.7% |
| Participant deferral / active EE | $4,112 | $4,159-1.1% | $4,000+2.8% | $5,087-19.2% |
| Admin fee / account holder | $135 | $103+31.2% | $3,998-96.6% | $269-50.0% |