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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $64,379 |
MMA SECURITIES LLC2+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $35,622 |
NOVA 401(K) ASSOCIATES2+ years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $9,802 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,792 | $101,317-45.9% | $146,958-62.7% | $74,495-26.4% |
| Participation rate | 47.4% | 75.5%-28.2pp | 82.2%-34.8pp | 67.2%-19.8pp |
| Annual return | 20.54% | 8730.91%-8710.4pp | 418.34%-397.8pp | 1364.94%-1344.4pp |
| Employer contribution / active EE | $2,618 | $3,810-31.3% | $4,933-46.9% | $2,623-0.2% |
| Participant deferral / active EE | $6,270 | $7,303-14.1% | $8,070-22.3% | $4,346+44.3% |
| Admin fee / account holder | $324 | $1,739-81.4% | $12,998-97.5% | $1,942-83.3% |