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.5+ years Service code 15 · EIN 59-3782727 | Recordkeeping | $26,902 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,206 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,838 | $62,928-54.2% | $172,739-83.3% | $67,579-57.3% |
| Participation rate | 95.7% | 64.5%+31.2pp | 82.6%+13.0pp | 71.3%+24.4pp |
| Annual return | 17.33% | 30.36%-13.0pp | 802.84%-785.5pp | 378.56%-361.2pp |
| Employer contribution / active EE | $1,293 | $1,636-20.9% | $5,143-74.8% | $2,148-39.8% |
| Participant deferral / active EE | $2,165 | $2,145+0.9% | $5,198-58.3% | $3,539-38.8% |
| Admin fee / account holder | $134 | $167-19.4% | $13,954-99.0% | $142-5.6% |