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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $228,787 |
RBC WEALTH MANAGEMENT4+ years Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $83,541 |
NOVA 401(K) ASSOCIATES4+ years Service code 49 · EIN 20-1181458 | Other Services | $21,602 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,173 | $56,767+71.2% | $101,794-4.5% | $85,563+13.6% |
| Participation rate | 95.2% | 57.6%+37.6pp | 69.2%+26.0pp | 66.0%+29.2pp |
| Annual return | 15.52% | 17.76%-2.2pp | 30.53%-15.0pp | 31.51%-16.0pp |
| Employer contribution / active EE | $1,531 | $1,112+37.6% | $2,289-33.1% | $2,654-42.3% |
| Participant deferral / active EE | $6,934 | $2,720+154.9% | $4,084+69.8% | $4,375+58.5% |
| Admin fee / account holder | $276 | $1,098-74.9% | $8,777-96.9% | $834-67.0% |