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 | $39,050 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $10,569 |
NOVA 401(K) ASSOCIATES4 years Service code 13 · EIN 20-1181458 | Contract Administrator | $7,291 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,012 | $60,323-28.7% | $81,812-47.4% | $74,495-42.3% |
| Participation rate | 80.6% | 62.9%+17.7pp | 72.3%+8.2pp | 67.2%+13.4pp |
| Annual return | 12.31% | 16.90%-4.6pp | 773.79%-761.5pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $4,424 | $2,620+68.8% | $2,912+51.9% | $2,623+68.6% |
| Participant deferral / active EE | $7,556 | $3,387+123.1% | $4,319+75.0% | $4,346+73.9% |
| Admin fee / account holder | $460 | $1,486-69.0% | $7,386-93.8% | $1,942-76.3% |