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 |
|---|---|---|
EDWARD JONES3+ years Service code 27 · EIN 43-0345811 12555 MANCHESTER ROAD · SAINT LOUIS, MO 63131 | Advisory (Plan) | $51,589 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IN 50392 | Contract Administrator | $14,829 |
NOVA 401(K) ASSOCIATES3+ years Filed as: NOVA 401K ASSOCIATES Service code 49 · EIN 20-1181458 10777 NORTHWEST FWY #440 · HOUSTON, TX 77092 | Other Services | $9,679 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 1299 OCEAN AVENUE, SUITE 700 · SANTA MONICA, CA 90401 | Advisory (Plan) | $0 |
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 | $72,233 | $62,267+16.0% | $110,238-34.5% | $55,725+29.6% |
| Participation rate | 77.9% | 78.1%-0.2pp | 79.8%-1.9pp | 70.9%+7.1pp |
| Annual return | -6.16% | -1.07%-5.1pp | 314.74%-320.9pp | 244.93%-251.1pp |
| Employer contribution / active EE | $3,093 | $1,941+59.3% | $3,826-19.2% | $2,078+48.9% |
| Participant deferral / active EE | $6,509 | $3,516+85.1% | $4,672+39.3% | $3,356+94.0% |
| Admin fee / account holder | $51 | $121-58.0% | $8,547-99.4% | $115-55.9% |