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 | $274,991 |
KESTRA INVESTMENT SERVICES LLC7+ years Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $116,601 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $111,290 |
NOVA 401(K) ASSOCIATES2 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $58,198 |
Service code 27 3355 COCHRAN ST. 101 · SIMI VALLEY, CA 93063 | Advisory (Plan) | $33,376 |
PENSION ASSURANCE LLP3 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 | $56,390 | $115,444-51.2% | $65,493-13.9% | $102,872-45.2% |
| Participation rate | 97.3% | 71.2%+26.1pp | 73.1%+24.2pp | 73.0%+24.3pp |
| Annual return | 17.40% | 15.94%+1.5pp | 982.45%-965.0pp | 19.06%-1.7pp |
| Employer contribution / active EE | $2,269 | $3,409-33.4% | $2,574-11.8% | $3,526-35.6% |
| Participant deferral / active EE | $5,384 | $4,118+30.7% | $3,961+35.9% | $5,535-2.7% |
| Admin fee / account holder | $214 | $123+73.7% | $5,028-95.7% | $292-26.8% |