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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $190,125 |
RBC WEALTH MANAGEMENT2+ years Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $72,176 |
NOVA 401(K) ASSOCIATES2+ years Service code 49 · EIN 20-1181458 | Other Services | $22,118 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,257 | $53,165+39.7% | $86,188-13.8% | $74,419-0.2% |
| Participation rate | 93.1% | 64.9%+28.2pp | 69.0%+24.1pp | 70.7%+22.4pp |
| Annual return | 17.11% | 22.64%-5.5pp | 1168.45%-1151.3pp | 34.38%-17.3pp |
| Employer contribution / active EE | $1,216 | $1,210+0.5% | $2,380-48.9% | $2,637-53.9% |
| Participant deferral / active EE | $5,584 | $3,234+72.6% | $3,985+40.1% | $4,528+23.3% |
| Admin fee / account holder | $208 | $551-62.2% | $6,852-97.0% | $348-40.1% |