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.4+ years Service code 15 · EIN 59-3782727 | Recordkeeping | $26,920 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,939 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,231 | $73,102-60.0% | $123,544-76.3% | $56,287-48.1% |
| Participation rate | 85.9% | 74.3%+11.6pp | 82.3%+3.6pp | 69.9%+16.0pp |
| Annual return | -5.63% | 3.01%-8.6pp | 119.20%-124.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $483 | $2,977-83.8% | $4,628-89.6% | $2,111-77.1% |
| Participant deferral / active EE | $3,397 | $5,423-37.4% | $6,426-47.1% | $3,350+1.4% |
| Admin fee / account holder | $160 | $554-71.1% | $9,284-98.3% | $521-69.3% |