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 | $27,413 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,788 |
ADP BROKER-DEALER5+ 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 | $32,819 | $89,652-63.4% | $141,162-76.8% | $65,185-49.7% |
| Participation rate | 84.5% | 74.7%+9.8pp | 82.5%+2.1pp | 70.2%+14.3pp |
| Annual return | 21.33% | 32.79%-11.5pp | 71.39%-50.1pp | 29.38%-8.0pp |
| Employer contribution / active EE | $427 | $3,065-86.1% | $4,735-91.0% | $2,177-80.4% |
| Participant deferral / active EE | $3,048 | $5,691-46.4% | $6,709-54.6% | $3,514-13.3% |
| Admin fee / account holder | $170 | $569-70.1% | $10,261-98.3% | $847-79.9% |