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 | $32,535 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $21,688 |
NOVA 401(K) ASSOCIATES11+ years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $10,399 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,627 | $96,018-58.7% | $65,493-39.5% | $85,563-53.7% |
| Participation rate | 88.8% | 74.8%+14.0pp | 73.1%+15.8pp | 66.0%+22.9pp |
| Annual return | 15.31% | 14.51%+0.8pp | 982.45%-967.1pp | 31.51%-16.2pp |
| Employer contribution / active EE | $1,612 | $3,235-50.2% | $2,574-37.4% | $2,654-39.2% |
| Participant deferral / active EE | $4,138 | $4,055+2.1% | $3,961+4.5% | $4,375-5.4% |
| Admin fee / account holder | $169 | $271-37.6% | $5,028-96.6% | $834-79.8% |