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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $17,237 |
Filed as: EDWARD D JONES & CO LP Service code 27 | Advisory (Plan) | $13,214 |
NOVA 401(K) ASSOCIATES1 year Service code 13 | Contract Administrator | $3,321 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,063 | $113,016-85.8% | $103,476-84.5% | $74,495-78.4% |
| Participation rate | 92.1% | 80.8%+11.3pp | 80.5%+11.6pp | 67.2%+24.9pp |
| Annual return | 18.96% | 23.24%-4.3pp | 23.90%-4.9pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $3,652 | $4,881-25.2% | $4,672-21.8% | $2,623+39.2% |
| Participant deferral / active EE | $6,472 | $7,279-11.1% | $6,623-2.3% | $4,346+48.9% |
| Admin fee / account holder | $160 | $1,709-90.6% | $9,413-98.3% | $1,942-91.8% |