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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $215,621 |
RBC WEALTH MANAGEMENT3+ years Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $80,702 |
NOVA 401(K) ASSOCIATES3+ years Service code 49 · EIN 20-1181458 | Other Services | $21,890 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,206 | $54,193+51.7% | $93,606-12.2% | $77,643+5.9% |
| Participation rate | 73.4% | 63.9%+9.4pp | 68.7%+4.6pp | 70.6%+2.8pp |
| Annual return | 14.46% | 30.54%-16.1pp | 133.20%-118.7pp | 31.24%-16.8pp |
| Employer contribution / active EE | $34 | $1,168-97.1% | $2,420-98.6% | $2,726-98.7% |
| Participant deferral / active EE | $6,258 | $3,144+99.1% | $4,411+41.9% | $4,647+34.7% |
| Admin fee / account holder | $241 | $576-58.2% | $8,285-97.1% | $430-44.1% |