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 4-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $199,489 |
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $76,785 |
NOVA 401(K) ASSOCIATES1+ years Service code 49 · EIN 20-1181458 | Other Services | $16,686 |
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 | $69,211 | $42,353+63.4% | $79,550-13.0% | $64,808+6.8% |
| Participation rate | 93.8% | 64.8%+29.1pp | 69.5%+24.4pp | 71.5%+22.4pp |
| Annual return | -16.57% | -12.24%-4.3pp | 0.16%-16.7pp | 32.82%-49.4pp |
| Employer contribution / active EE | $1,265 | $1,181+7.1% | $2,413-47.6% | $2,506-49.5% |
| Participant deferral / active EE | $5,736 | $3,170+80.9% | $3,985+43.9% | $4,310+33.1% |
| Admin fee / account holder | $222 | $160+39.1% | $6,832-96.8% | $188+18.2% |