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 17 · EIN 13-5674085 | Pension Consulting | $57,593 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,884 |
NOVA 401(K) ASSOCIATES4 years Filed as: NOVA 401K ASSOCIATES Service code 49 · EIN 20-1181458 | Other Services | $11,719 |
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 | $223,701 | $55,415+303.7% | $155,509+43.9% | $74,495+200.3% |
| Participation rate | 99.1% | 61.9%+37.2pp | 78.2%+20.9pp | 67.2%+31.9pp |
| Annual return | 12.01% | 268.50%-256.5pp | 64.67%-52.7pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $8,611 | $2,267+279.8% | $4,672+84.3% | $2,623+228.3% |
| Participant deferral / active EE | $5,529 | $2,836+95.0% | $5,626-1.7% | $4,346+27.2% |
| Admin fee / account holder | $589 | $1,738-66.1% | $15,912-96.3% | $1,942-69.7% |