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 10-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 |
|---|---|---|
Service code 27 120 VANTIS DR · ALISO VIEJO, CA 92656 | Advisory (Plan) | $94,138 |
Service code 99 PO BOX 2590 · FORT SMITH, AR 72902 | Other Fees | $63,296 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,371 |
NOVA 401(K) ASSOCIATES4 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $9,610 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,487 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,528 | $58,644-75.2% | $178,014-91.8% | $199,768-92.7% |
| Participation rate | 90.0% | 65.5%+24.5pp | 77.1%+12.9pp | 72.0%+18.0pp |
| Annual return | 15.64% | 19.25%-3.6pp | 294.80%-279.2pp | 34.26%-18.6pp |
| Employer contribution / active EE | $953 | $1,801-47.1% | $3,950-75.9% | $3,037-68.6% |
| Participant deferral / active EE | $2,261 | $4,248-46.8% | $6,276-64.0% | $5,090-55.6% |
| Admin fee / account holder | $74 | $145-49.2% | $10,362-99.3% | $269-72.6% |