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 |
|---|---|---|
NOVA 401(K) ASSOCIATES1 year Service code 13 · EIN 20-1181458 10777 NORTHWEST FREEWAY STE 440 · HOUSTON, TX 77092 | Contract Administrator | $3,043 |
Filed as: EMPOWER ANNUITY COMPANY OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $808 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8 |
Annual investment return 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 | $33,023 | $54,701-39.6% | $86,188-61.7% | $71,457-53.8% |
| Participation rate | 70.2% | 60.1%+10.1pp | 69.0%+1.2pp | 67.9%+2.3pp |
| Annual return | 12.88% | 20.06%-7.2pp | 1168.45%-1155.6pp | 28.85%-16.0pp |
| Employer contribution / active EE | $706 | $1,265-44.2% | $2,380-70.3% | $2,588-72.7% |
| Participant deferral / active EE | $3,927 | $3,108+26.3% | $3,985-1.5% | $4,289-8.4% |
| Admin fee / account holder | $131 | $1,922-93.2% | $6,852-98.1% | $1,587-91.8% |