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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,818 |
Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $39,416 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, TX 80111 | Investment Management | $14,393 |
NOVA 401(K) ASSOCIATES6 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,298 | $72,482-43.0% | $129,110-68.0% | $64,808-36.3% |
| Participation rate | 90.1% | 79.2%+10.9pp | 77.3%+12.9pp | 71.5%+18.6pp |
| Annual return | -16.44% | -9.08%-7.4pp | -10.94%-5.5pp | 32.82%-49.3pp |
| Employer contribution / active EE | $1,711 | $4,247-59.7% | $5,052-66.1% | $2,506-31.7% |
| Participant deferral / active EE | $4,654 | $5,679-18.0% | $6,542-28.9% | $4,310+8.0% |
| Admin fee / account holder | $280 | $144+94.3% | $14,302-98.0% | $188+49.3% |