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 |
|---|---|---|
NOVA 401(K) ASSOCIATES1 year Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $54,834 |
Service code 27 1400 AMERICAN BLVD BLDG#4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $24,570 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,404 |
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 | $141,671 | $76,050+86.3% | $96,544+46.7% | $71,457+98.3% |
| Participation rate | 73.7% | 74.4%-0.7pp | 76.0%-2.3pp | 67.9%+5.7pp |
| Annual return | 17.47% | 22.81%-5.3pp | 25.84%-8.4pp | 28.85%-11.4pp |
| Employer contribution / active EE | $2,507 | $2,244+11.7% | $2,965-15.4% | $2,588-3.1% |
| Participant deferral / active EE | $3,674 | $4,215-12.8% | $4,851-24.3% | $4,289-14.3% |
| Admin fee / account holder | $267 | $2,707-90.1% | $8,252-96.8% | $1,587-83.2% |