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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $126,019 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $53,019 |
NOVA 401(K) ASSOCIATES1+ years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $13,145 |
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 | $64,544 | $102,872-37.3% | $180,183-64.2% | $102,872-37.3% |
| Participation rate | 71.6% | 73.0%-1.4pp | 77.4%-5.9pp | 73.0%-1.4pp |
| Annual return | 25.28% | 19.06%+6.2pp | 27.86%-2.6pp | 19.06%+6.2pp |
| Employer contribution / active EE | $2,225 | $3,526-36.9% | $5,039-55.8% | $3,526-36.9% |
| Participant deferral / active EE | $6,232 | $5,535+12.6% | $6,822-8.7% | $5,535+12.6% |
| Admin fee / account holder | $125 | $292-57.3% | $19,975-99.4% | $292-57.3% |