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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.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPLED ADVISORS, INC.2 years Filed as: PRINCIPLED ADVISORS INC Service code 27 · EIN 88-1673202 | Advisory (Plan) | $38,502 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,090 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,343 | $100,923-35.3% | $150,045-56.5% | $74,304-12.1% |
| Participation rate | 88.0% | 70.1%+17.9pp | 82.3%+5.6pp | 60.3%+27.6pp |
| Annual return | 14.98% | 51.77%-36.8pp | 62.55%-47.6pp | 29.43%-14.4pp |
| Employer contribution / active EE | $567 | $3,463-83.6% | $4,693-87.9% | $2,241-74.7% |
| Participant deferral / active EE | $4,967 | $6,709-26.0% | $7,997-37.9% | $3,767+31.8% |
| Admin fee / account holder | $449 | $2,767-83.8% | $13,435-96.7% | $2,969-84.9% |