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.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $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 | $53,994 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 27 101 PARK AVE · NEW YORK, NY 10178 | Advisory (Plan) | $22,965 |
NOVA 401(K) ASSOCIATES2+ years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $20,461 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,308 | $50,815-73.8% | $155,509-91.4% | $77,643-82.9% |
| Participation rate | 47.3% | 63.1%-15.8pp | 78.2%-30.9pp | 70.6%-23.3pp |
| Annual return | 20.32% | 34.80%-14.5pp | 64.67%-44.4pp | 31.24%-10.9pp |
| Employer contribution / active EE | $503 | $1,993-74.8% | $4,672-89.2% | $2,726-81.6% |
| Participant deferral / active EE | $1,582 | $2,822-44.0% | $5,626-71.9% | $4,647-66.0% |
| Admin fee / account holder | $155 | $437-64.6% | $15,912-99.0% | $430-64.0% |