See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $69,652 |
OSAIC WEALTH INC2 years Service code 27 | Advisory (Plan) | $41,638 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC Service code 13 | Contract Administrator | $6,740 |
NOVA 401(K) ASSOCIATES1 year Service code 13 | Contract Administrator | $2,844 |
ASCENSUS LLC1 year Filed as: ASCENSUS INC Service code 99 | Other Fees | $1,386 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,471 | $60,323-42.9% | $81,812-57.9% | $74,495-53.7% |
| Participation rate | 76.3% | 62.9%+13.4pp | 72.3%+3.9pp | 67.2%+9.0pp |
| Annual return | 13.55% | 16.90%-3.3pp | 773.79%-760.2pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,712 | $2,620+3.5% | $2,912-6.9% | $2,623+3.4% |
| Participant deferral / active EE | $3,472 | $3,387+2.5% | $4,319-19.6% | $4,346-20.1% |
| Admin fee / account holder | $274 | $1,486-81.6% | $7,386-96.3% | $1,942-85.9% |