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 | $63,415 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,137 |
NOVA 401(K) ASSOCIATES5 years Filed as: NOVA 401K ASSOCIATES Service code 49 · EIN 20-1181458 | Other Services | $12,526 |
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 | $218,919 | $49,915+338.6% | $154,803+41.4% | $74,304+194.6% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 14.50% | 34.06%-19.6pp | 58.88%-44.4pp | 29.43%-14.9pp |
| Employer contribution / active EE | $9,253 | $1,611+474.3% | $4,305+114.9% | $2,241+312.9% |
| Participant deferral / active EE | $5,997 | $2,255+166.0% | $5,540+8.2% | $3,767+59.2% |
| Admin fee / account holder | $642 | $2,189-70.7% | $14,329-95.5% | $2,969-78.4% |