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 | $33,479 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,409 |
NOVA 401(K) ASSOCIATES5 years Filed as: NOVA 401K ASSOCIATES Service code 13 · EIN 20-1181458 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Contract Administrator | $10,453 |
Filed as: CERITY PARTNERS RETIREMENT PLAN AD Service code 27 335 MADISON AVE · NEW YORK, NY 10017 | Advisory (Plan) | $6,250 |
HOGANTAYLOR LLP1 year Service code 10 DEPT #308 PO BOX 21568 · TULSA, OK 74121 | Accounting | $5,000 |
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 | $57,981 | $89,808-35.4% | $100,391-42.2% | $77,643-25.3% |
| Participation rate | 77.0% | 81.2%-4.2pp | 81.5%-4.5pp | 70.6%+6.4pp |
| Annual return | 22.72% | 20.62%+2.1pp | 49.20%-26.5pp | 31.24%-8.5pp |
| Employer contribution / active EE | $3,328 | $3,039+9.5% | $3,942-15.6% | $2,726+22.1% |
| Participant deferral / active EE | $6,626 | $8,284-20.0% | $8,082-18.0% | $4,647+42.6% |
| Admin fee / account holder | $248 | $174+42.1% | $7,899-96.9% | $430-42.4% |