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 |
|---|---|---|
PRINCIPLED ADVISORS, INC.4+ years Service code 15 · EIN 59-3782727 | Recordkeeping | $13,456 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $925 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,525 | $73,102-51.4% | $123,544-71.2% | $56,287-36.9% |
| Participation rate | 43.5% | 74.3%-30.8pp | 82.3%-38.8pp | 69.9%-26.4pp |
| Annual return | -5.60% | 3.01%-8.6pp | 119.20%-124.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,557 | $2,977-47.7% | $4,628-66.4% | $2,111-26.2% |
| Participant deferral / active EE | $3,406 | $5,423-37.2% | $6,426-47.0% | $3,350+1.7% |
| Admin fee / account holder | $194 | $554-64.9% | $9,284-97.9% | $521-62.7% |