See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG#4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $58,597 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,680 |
NOVA 401(K) ASSOCIATES2 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $12,913 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,126 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $153,646 | $79,171+94.1% | $102,423+50.0% | $74,495+106.3% |
| Participation rate | 66.5% | 74.8%-8.3pp | 76.5%-10.0pp | 67.2%-0.7pp |
| Annual return | 9.73% | 54.93%-45.2pp | 29.32%-19.6pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $3,248 | $2,362+37.5% | $3,023+7.4% | $2,623+23.8% |
| Participant deferral / active EE | $4,555 | $4,415+3.2% | $5,053-9.8% | $4,346+4.8% |
| Admin fee / account holder | $610 | $2,001-69.5% | $9,451-93.5% | $1,942-68.6% |