See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,112 |
NOVA 401(K) ASSOCIATES1+ years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $13,507 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,654 | $102,317-15.3% | $146,958-41.0% | $80,856+7.2% |
| Participation rate | 88.8% | 75.8%+12.9pp | 82.2%+6.6pp | 67.6%+21.1pp |
| Annual return | 0.00% | 134.76%-134.8pp | 418.34%-418.3pp | 35.59%-35.6pp |
| Employer contribution / active EE | $8,457 | $3,713+127.8% | $4,933+71.4% | $2,755+207.0% |
| Participant deferral / active EE | $23,450 | $6,644+253.0% | $8,070+190.6% | $4,296+445.9% |
| Admin fee / account holder | $151 | $7,941-98.1% | $12,998-98.8% | $6,918-97.8% |