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 8-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 | $49,445 |
TITLEIST ASSET MANAGEMENT2 years Service code 55 777 SONTERRA BLVD · SAN ANTONIO, TX 78258 | Other Commissions | $19,340 |
NOVA 401(K) ASSOCIATES2 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $15,569 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,049 | $45,863-78.1% | $77,024-87.0% | $68,494-85.3% |
| Participation rate | 74.4% | 55.9%+18.5pp | 67.9%+6.5pp | 67.9%+6.6pp |
| Annual return | -17.58% | 1.72%-19.3pp | 42.32%-59.9pp | -7.84%-9.7pp |
| Employer contribution / active EE | $12,997 | $1,650+687.9% | $2,812+362.2% | $2,596+400.6% |
| Participant deferral / active EE | $3,263 | $2,962+10.2% | $4,426-26.3% | $4,027-19.0% |
| Admin fee / account holder | $200 | $3,041-93.4% | $5,425-96.3% | $5,403-96.3% |