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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,740 |
Service code 27 · EIN 61-1758632 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $36,920 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,402 |
NOVA 401(K) ASSOCIATES6 years Service code 13 · EIN 20-1181458 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $29,232 | $84,993-65.6% | $129,995-77.5% | $80,160-63.5% |
| Participation rate | 32.8% | 79.5%-46.7pp | 78.5%-45.7pp | 72.9%-40.1pp |
| Annual return | 24.46% | 23.76%+0.7pp | -137.18%+161.6pp | 40.38%-15.9pp |
| Employer contribution / active EE | $1,007 | $3,051-67.0% | $4,320-76.7% | $2,978-66.2% |
| Participant deferral / active EE | $1,741 | $4,984-65.1% | $5,820-70.1% | $5,017-65.3% |
| Admin fee / account holder | $154 | $391-60.6% | $10,614-98.5% | $145+6.3% |