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.2+ years Service code 15 · EIN 59-3782727 | Recordkeeping | $8,028 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,225 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $37,546 | $63,924-41.3% | $108,579-65.4% | $55,167-31.9% |
| Participation rate | 56.0% | 74.3%-18.3pp | 79.6%-23.5pp | 69.0%-13.0pp |
| Annual return | 8.24% | 15.31%-7.1pp | -51.70%+59.9pp | 169.23%-161.0pp |
| Employer contribution / active EE | $927 | $1,879-50.7% | $3,758-75.3% | $1,963-52.7% |
| Participant deferral / active EE | $2,958 | $3,067-3.5% | $4,311-31.4% | $3,054-3.1% |
| Admin fee / account holder | $83 | $618-86.5% | $7,645-98.9% | $504-83.5% |