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 | $8,455 |
MMA SECURITIES LLC9 years Service code 55 · EIN 22-3570392 | Other Commissions | $7,834 |
NOVA 401(K) ASSOCIATES6 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $3,221 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,373 | $56,317-40.7% | $71,209-53.1% | $74,304-55.1% |
| Participation rate | 36.4% | 55.1%-18.8pp | 73.8%-37.4pp | 60.3%-24.0pp |
| Annual return | 14.89% | 42.83%-27.9pp | 282.51%-267.6pp | 29.43%-14.5pp |
| Employer contribution / active EE | $743 | $2,160-65.6% | $2,721-72.7% | $2,241-66.8% |
| Participant deferral / active EE | $1,513 | $2,788-45.7% | $4,175-63.8% | $3,767-59.8% |
| Admin fee / account holder | $66 | $2,290-97.1% | $5,349-98.8% | $2,969-97.8% |