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 JONES8+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $88,195 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,267 |
NOVA 401(K) ASSOCIATES8+ years Filed as: NOVA 401K ASSOCIATES Service code 49 · EIN 20-1181458 | Other Services | $20,552 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,097 | $91,372+19.4% | $129,995-16.1% | $74,419+46.6% |
| Participation rate | 67.2% | 77.8%-10.6pp | 78.5%-11.3pp | 70.7%-3.5pp |
| Annual return | 20.45% | 23.21%-2.8pp | -137.18%+157.6pp | 34.38%-13.9pp |
| Employer contribution / active EE | $2,965 | $2,563+15.7% | $4,320-31.4% | $2,637+12.4% |
| Participant deferral / active EE | $6,247 | $4,721+32.3% | $5,820+7.3% | $4,528+38.0% |
| Admin fee / account holder | $60 | $283-78.7% | $10,614-99.4% | $348-82.7% |