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 |
|---|---|---|
PRINCIPLED ADVISORS, INC.9+ years Service code 15 · EIN 88-1673202 | Recordkeeping | $15,709 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,796 |
ADP BROKER-DEALER9+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,502 | $91,372-43.6% | $129,995-60.4% | $74,419-30.8% |
| Participation rate | 47.2% | 77.8%-30.6pp | 78.5%-31.3pp | 70.7%-23.6pp |
| Annual return | 15.43% | 23.21%-7.8pp | -137.18%+152.6pp | 34.38%-19.0pp |
| Employer contribution / active EE | $1,043 | $2,563-59.3% | $4,320-75.9% | $2,637-60.4% |
| Participant deferral / active EE | $3,129 | $4,721-33.7% | $5,820-46.2% | $4,528-30.9% |
| Admin fee / account holder | $64 | $283-77.4% | $10,614-99.4% | $348-81.6% |