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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $264,989 |
EDWARD JONES10+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $107,951 |
NOVA 401(K) ASSOCIATES10+ years Filed as: NOVA 401K ASSOCIATES Service code 49 · EIN 20-1181458 | Other Services | $22,487 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,803 | $108,549+6.7% | $156,263-25.9% | $85,563+35.3% |
| Participation rate | 74.1% | 77.1%-3.0pp | 78.9%-4.9pp | 66.0%+8.1pp |
| Annual return | 20.21% | 21.79%-1.6pp | 59.47%-39.3pp | 31.51%-11.3pp |
| Employer contribution / active EE | $3,304 | $2,690+22.8% | $4,333-23.7% | $2,654+24.5% |
| Participant deferral / active EE | $6,171 | $4,800+28.6% | $6,158+0.2% | $4,375+41.0% |
| Admin fee / account holder | $379 | $650-41.7% | $14,255-97.3% | $834-54.6% |