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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,498 |
Filed as: TITLEIST CAPITAL LLC Service code 55 777 SONTERRA BLVD · SAN ANTONIO, TX 78258 | Other Commissions | $12,825 |
NOVA 401(K) ASSOCIATES3 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $10,865 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,596 | $49,922-74.8% | $80,569-84.4% | $75,163-83.2% |
| Participation rate | 76.3% | 55.3%+21.0pp | 67.0%+9.3pp | 67.2%+9.1pp |
| Annual return | 21.88% | 34.69%-12.8pp | 935.43%-913.6pp | 160.62%-138.7pp |
| Employer contribution / active EE | $9,663 | $1,698+469.0% | $2,723+254.8% | $2,670+261.9% |
| Participant deferral / active EE | $2,823 | $2,990-5.6% | $4,447-36.5% | $4,125-31.6% |
| Admin fee / account holder | $176 | $3,577-95.1% | $5,377-96.7% | $5,651-96.9% |