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 | $43,084 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,632 |
Service code 10 642 SOUTH 4TH AVE · LOUISVILLE, KY 40202 | Accounting | $14,000 |
NOVA 401(K) ASSOCIATES4 years Service code 13 · EIN 20-1181458 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $11,574 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,156 | $129,095-47.2% | $184,200-63.0% | $77,671-12.3% |
| Participation rate | 98.9% | 87.3%+11.6pp | 86.8%+12.1pp | 70.6%+28.4pp |
| Annual return | 10.66% | 33.29%-22.6pp | 28.80%-18.1pp | 31.21%-20.5pp |
| Employer contribution / active EE | $2,039 | $4,410-53.8% | $6,424-68.3% | $2,726-25.2% |
| Participant deferral / active EE | $3,335 | $7,300-54.3% | $9,132-63.5% | $4,648-28.2% |
| Admin fee / account holder | $190 | $256-25.9% | $13,907-98.6% | $430-56.0% |