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 3-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 |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC1+ years Service code 27 24 E. COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $35,082 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,610 |
NOVA 401(K) ASSOCIATES1+ years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $6,497 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,565 | $92,971-72.5% | $96,683-73.6% | $74,419-65.6% |
| Participation rate | 77.0% | 71.5%+5.4pp | 74.3%+2.6pp | 70.7%+6.2pp |
| Annual return | 23.57% | 37.49%-13.9pp | 35.69%-12.1pp | 34.38%-10.8pp |
| Employer contribution / active EE | $1,425 | $3,426-58.4% | $3,737-61.9% | $2,637-46.0% |
| Participant deferral / active EE | $3,222 | $3,970-18.8% | $4,878-33.9% | $4,528-28.8% |
| Admin fee / account holder | $95 | $633-84.9% | $6,730-98.6% | $348-72.6% |