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 | $42,220 |
TITLEIST ASSET MANAGEMENT2 years Filed as: TITLEIST CAPITAL LLC Service code 55 777 SONTERRA BLVD · SAN ANTONIO, TX 78258 | Other Commissions | $14,758 |
NOVA 401(K) ASSOCIATES4 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $10,435 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,973 | $57,016-47.4% | $84,966-64.7% | $80,856-62.9% |
| Participation rate | 78.4% | 56.3%+22.0pp | 67.5%+10.9pp | 67.6%+10.7pp |
| Annual return | 8.70% | 21.66%-13.0pp | 66.38%-57.7pp | 35.59%-26.9pp |
| Employer contribution / active EE | $3,627 | $1,798+101.8% | $2,727+33.0% | $2,755+31.7% |
| Participant deferral / active EE | $2,633 | $3,110-15.3% | $4,519-41.7% | $4,296-38.7% |
| Admin fee / account holder | $538 | $4,980-89.2% | $6,149-91.3% | $6,918-92.2% |