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 JONES7+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $81,649 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,850 |
NOVA 401(K) ASSOCIATES7+ years Filed as: NOVA 401K ASSOCIATES Service code 49 · EIN 20-1181458 | Other Services | $18,236 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,394 | $71,142+38.3% | $119,609-17.7% | $64,808+51.8% |
| Participation rate | 71.9% | 78.6%-6.7pp | 79.3%-7.4pp | 71.5%+0.4pp |
| Annual return | -16.23% | -10.01%-6.2pp | -14.97%-1.3pp | 32.82%-49.0pp |
| Employer contribution / active EE | $3,082 | $2,497+23.4% | $4,232-27.2% | $2,506+23.0% |
| Participant deferral / active EE | $6,684 | $4,490+48.9% | $5,602+19.3% | $4,310+55.1% |
| Admin fee / account holder | $61 | $162-62.6% | $10,323-99.4% | $188-67.7% |