See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,810 |
PRINCIPLED ADVISORS, INC.10+ years Service code 15 · EIN 88-1673202 | Recordkeeping | $29,962 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,070 | $65,908-49.8% | $81,812-59.6% | $77,643-57.4% |
| Participation rate | 73.7% | 65.8%+7.9pp | 72.3%+1.3pp | 70.6%+3.1pp |
| Annual return | 10.70% | 26.64%-15.9pp | 773.79%-763.1pp | 31.24%-20.5pp |
| Employer contribution / active EE | $1,524 | $2,370-35.7% | $2,912-47.7% | $2,726-44.1% |
| Participant deferral / active EE | $3,077 | $3,505-12.2% | $4,319-28.7% | $4,647-33.8% |
| Admin fee / account holder | $269 | $526-48.8% | $7,386-96.4% | $430-37.4% |