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 JONES6+ years Service code 27 · EIN 43-0345811 12555 MANCHESTER ROAD · SAINT LOUIS, MO 63131 | Advisory (Plan) | $74,709 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IN 50392 | Contract Administrator | $27,879 |
NOVA 401(K) ASSOCIATES6+ years Filed as: NOVA 401K ASSOCIATES Service code 49 · EIN 20-1181458 10777 NORTHWEST FWY #440 · HOUSTON, TX 77092 | Other Services | $17,486 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,887 | $86,225+42.5% | $146,665-16.2% | $86,799+41.6% |
| Participation rate | 77.6% | 78.0%-0.4pp | 80.1%-2.5pp | 72.3%+5.3pp |
| Annual return | 15.31% | 31.23%-15.9pp | 22.74%-7.4pp | 97.91%-82.6pp |
| Employer contribution / active EE | $3,071 | $2,392+28.4% | $4,136-25.8% | $2,405+27.7% |
| Participant deferral / active EE | $7,167 | $4,245+68.8% | $5,506+30.2% | $4,131+73.5% |
| Admin fee / account holder | $76 | $195-61.2% | $10,280-99.3% | $170-55.3% |