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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,724 |
UBS FINANCIAL SERVICES INC2+ years Filed as: USB FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $42,582 |
NOVA 401(K) ASSOCIATES1 year Service code 49 · EIN 20-1181458 | Other Services | $5,854 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,648 | $75,183+25.9% | $123,892-23.6% | $55,167+71.6% |
| Participation rate | 94.4% | 72.8%+21.6pp | 81.4%+13.0pp | 69.0%+25.5pp |
| Annual return | 8.51% | 19.01%-10.5pp | 47.52%-39.0pp | 169.23%-160.7pp |
| Employer contribution / active EE | $3,858 | $2,823+36.6% | $4,617-16.4% | $1,963+96.6% |
| Participant deferral / active EE | $6,916 | $5,084+36.0% | $5,984+15.6% | $3,054+126.5% |
| Admin fee / account holder | $292 | $663-55.9% | $8,357-96.5% | $504-42.0% |