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 JONES4+ years Service code 27 · EIN 43-0345811 12555 MANCHESTER ROAD · SAINT LOUIS, MO 63131 | Advisory (Plan) | $50,929 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IN 50392 | Contract Administrator | $17,746 |
NOVA 401(K) ASSOCIATES4+ years Filed as: NOVA 401K ASSOCIATES Service code 49 · EIN 20-1181458 10777 NORTHWEST FWY #440 · HOUSTON, TX 77092 | Other Services | $10,842 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | 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 | $83,472 | $69,159+20.7% | $125,175-33.3% | $67,579+23.5% |
| Participation rate | 76.7% | 78.2%-1.5pp | 79.8%-3.1pp | 71.3%+5.4pp |
| Annual return | 23.43% | 27.12%-3.7pp | 43.79%-20.4pp | 378.56%-355.1pp |
| Employer contribution / active EE | $3,107 | $2,023+53.6% | $3,865-19.6% | $2,148+44.7% |
| Participant deferral / active EE | $6,522 | $3,700+76.3% | $4,937+32.1% | $3,539+84.3% |
| Admin fee / account holder | $51 | $142-63.8% | $9,702-99.5% | $142-64.0% |