See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
NWK GROUP, INC.2 years Filed as: NWK GROUP INC Service code 27 155 MONTGOMERY ST · SAN FRANCISCO, CA 94010 | Advisory (Plan) | $22,811 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,869 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $77,691 | $54,701+42.0% | $86,188-9.9% | $71,457+8.7% |
| Participation rate | 42.7% | 60.1%-17.4pp | 69.0%-26.2pp | 67.9%-25.2pp |
| Annual return | 13.88% | 20.06%-6.2pp | 1168.45%-1154.6pp | 28.85%-15.0pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,032 | $3,108-2.4% | $3,985-23.9% | $4,289-29.3% |
| Admin fee / account holder | $241 | $1,922-87.5% | $6,852-96.5% | $1,587-84.8% |