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 5-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 · EIN 04-1590850 | Recordkeeping Fees | $32,836 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $12,015 |
NOVA 401(K) ASSOCIATES3 years Service code 13 · EIN 20-1181458 | Contract Administrator | $6,857 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,443 | $58,264-42.6% | $86,612-61.4% | $71,457-53.2% |
| Participation rate | 85.0% | 65.0%+20.1pp | 71.7%+13.4pp | 67.9%+17.1pp |
| Annual return | 13.57% | 21.63%-8.1pp | 591.07%-577.5pp | 28.85%-15.3pp |
| Employer contribution / active EE | $1,500 | $2,574-41.7% | $3,022-50.4% | $2,588-42.0% |
| Participant deferral / active EE | $7,495 | $3,436+118.1% | $4,438+68.9% | $4,289+74.8% |
| Admin fee / account holder | $203 | $1,057-80.8% | $5,614-96.4% | $1,587-87.2% |