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.10+ years Service code 15 · EIN 88-1673202 | Recordkeeping | $40,432 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,445 |
ADP BROKER-DEALER10+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,519 | $89,436-32.3% | $164,813-63.3% | $77,643-22.1% |
| Participation rate | 45.2% | 78.6%-33.4pp | 78.6%-33.4pp | 70.6%-25.4pp |
| Annual return | 22.98% | 28.83%-5.8pp | 69.93%-46.9pp | 31.24%-8.3pp |
| Employer contribution / active EE | $1,049 | $2,569-59.2% | $4,341-75.8% | $2,726-61.5% |
| Participant deferral / active EE | $3,053 | $4,897-37.7% | $6,031-49.4% | $4,647-34.3% |
| Admin fee / account holder | $133 | $339-60.9% | $12,690-99.0% | $430-69.2% |