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.8+ years Service code 15 · EIN 59-3782727 | Recordkeeping | $33,362 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,530 |
ADP BROKER-DEALER8+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,281 | $84,487-60.6% | $125,339-73.4% | $66,914-50.3% |
| Participation rate | 90.1% | 76.4%+13.7pp | 82.4%+7.7pp | 69.8%+20.3pp |
| Annual return | -17.52% | -8.39%-9.1pp | 572.05%-589.6pp | 1.58%-19.1pp |
| Employer contribution / active EE | $504 | $3,553-85.8% | $4,814-89.5% | $2,544-80.2% |
| Participant deferral / active EE | $3,561 | $6,781-47.5% | $7,446-52.2% | $4,237-16.0% |
| Admin fee / account holder | $183 | $685-73.2% | $10,010-98.2% | $593-69.1% |