See peer percentile detail with Solo.
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.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPLED ADVISORS, INC.4+ years Service code 15 · EIN 59-3782727 | Recordkeeping | $41,426 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,202 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,291 | $86,655-39.7% | $119,609-56.3% | $66,914-21.9% |
| Participation rate | 81.3% | 75.6%+5.7pp | 79.3%+2.0pp | 69.8%+11.4pp |
| Annual return | 11.66% | -8.00%+19.7pp | -14.97%+26.6pp | 1.58%+10.1pp |
| Employer contribution / active EE | $3,384 | $2,536+33.4% | $4,232-20.0% | $2,544+33.0% |
| Participant deferral / active EE | $7,565 | $4,358+73.6% | $5,602+35.0% | $4,237+78.6% |
| Admin fee / account holder | $408 | $755-45.9% | $10,323-96.0% | $593-31.2% |