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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,378 |
NOVA 401(K) ASSOCIATES2 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $13,624 |
Service code 99 PO BOX 2590 · FORT SMITH, AR 72902 | Other Fees | $7,488 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $162,614 | $49,693+227.2% | $70,515+130.6% | $74,419+118.5% |
| Participation rate | 56.0% | 64.7%-8.6pp | 68.3%-12.3pp | 70.7%-14.7pp |
| Annual return | 19.77% | 21.22%-1.4pp | 32.77%-13.0pp | 34.38%-14.6pp |
| Employer contribution / active EE | $4,440 | $1,773+150.4% | $2,973+49.3% | $2,637+68.3% |
| Participant deferral / active EE | $4,452 | $3,376+31.9% | $4,567-2.5% | $4,528-1.7% |
| Admin fee / account holder | $209 | $316-33.7% | $6,412-96.7% | $348-39.9% |