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 7-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 |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,361 |
PRINCIPLED ADVISORS, INC.1+ years Service code 15 · EIN 59-3782727 | Recordkeeping | $9,726 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,251 | $86,332-70.8% | $125,175-79.8% | $65,185-61.3% |
| Participation rate | 73.9% | 75.3%-1.4pp | 79.8%-5.9pp | 70.2%+3.7pp |
| Annual return | 0.00% | 27.43%-27.4pp | 43.79%-43.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $2,166 | $2,040+6.2% | $3,865-44.0% | $2,177-0.5% |
| Participant deferral / active EE | $4,179 | $3,537+18.1% | $4,937-15.4% | $3,514+18.9% |
| Admin fee / account holder | $225 | $609-63.1% | $9,702-97.7% | $847-73.5% |