See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES9+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $112,853 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,822 |
NOVA 401(K) ASSOCIATES9+ years Filed as: NOVA 401K ASSOCIATES Service code 49 · EIN 20-1181458 | Other Services | $22,795 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,731 | $89,436+21.6% | $164,813-34.0% | $77,643+40.0% |
| Participation rate | 67.0% | 78.6%-11.6pp | 78.6%-11.6pp | 70.6%-3.6pp |
| Annual return | 14.03% | 28.83%-14.8pp | 69.93%-55.9pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,768 | $2,569+7.8% | $4,341-36.2% | $2,726+1.6% |
| Participant deferral / active EE | $5,925 | $4,897+21.0% | $6,031-1.8% | $4,647+27.5% |
| Admin fee / account holder | $66 | $339-80.5% | $12,690-99.5% | $430-84.6% |