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 6-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 | $25,100 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,774 |
NOVA 401(K) ASSOCIATES4 years Filed as: NOVA 401K ASSOCIATES Service code 13 · EIN 20-1181458 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Contract Administrator | $5,328 |
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 | $45,745 | $89,282-48.8% | $94,646-51.7% | $74,419-38.5% |
| Participation rate | 75.8% | 82.4%-6.6pp | 80.8%-5.0pp | 70.7%+5.1pp |
| Annual return | 19.71% | 25.96%-6.2pp | 156.71%-137.0pp | 34.38%-14.7pp |
| Employer contribution / active EE | $3,060 | $3,022+1.3% | $3,672-16.7% | $2,637+16.0% |
| Participant deferral / active EE | $5,828 | $8,425-30.8% | $7,418-21.4% | $4,528+28.7% |
| Admin fee / account holder | $149 | $219-32.0% | $7,231-97.9% | $348-57.2% |