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 JONES5+ years Service code 27 · EIN 43-0345811 12555 MANCHESTER ROAD · SAINT LOUIS, MO 63131 | Advisory (Plan) | $55,758 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IN 50392 | Contract Administrator | $21,472 |
NOVA 401(K) ASSOCIATES5+ years Filed as: NOVA 401K ASSOCIATES Service code 49 · EIN 20-1181458 10777 NORTHWEST FWY #440 · HOUSTON, TX 77092 | Other Services | $12,953 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $96,084 | $78,419+22.5% | $133,956-28.3% | $73,409+30.9% |
| Participation rate | 76.9% | 78.6%-1.7pp | 79.8%-3.0pp | 72.2%+4.7pp |
| Annual return | 17.99% | 33.35%-15.4pp | 45.09%-27.1pp | 59.29%-41.3pp |
| Employer contribution / active EE | $3,317 | $2,044+62.3% | $3,919-15.4% | $2,234+48.5% |
| Participant deferral / active EE | $6,623 | $3,925+68.7% | $5,048+31.2% | $3,805+74.0% |
| Admin fee / account holder | $56 | $161-65.2% | $8,927-99.4% | $158-64.4% |