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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,147 |
STRATOS WEALTH PARTNERS4 years Filed as: STRATOS WEALTH PARTNERS LTD Service code 27 · EIN 26-3574763 | Advisory (Plan) | $40,500 |
NOVA 401(K) ASSOCIATES3 years Service code 13 · EIN 20-1181458 | Contract Administrator | $6,442 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $150,650 | $105,181+43.2% | $159,436-5.5% | $85,850+75.5% |
| Participation rate | 95.8% | 75.8%+20.1pp | 82.8%+13.0pp | 69.3%+26.5pp |
| Annual return | 12.81% | 45.07%-32.3pp | 263.57%-250.8pp | 318.53%-305.7pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,539 | $5,945+10.0% | $7,352-11.1% | $3,952+65.5% |
| Admin fee / account holder | $823 | $6,933-88.1% | $10,799-92.4% | $6,260-86.9% |