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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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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.5+ years Service code 15 · EIN 59-3782727 | Recordkeeping | $30,036 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,112 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,013 | $82,978-36.1% | $129,995-59.2% | $71,457-25.8% |
| Participation rate | 78.5% | 74.1%+4.4pp | 78.5%0pp | 67.9%+10.5pp |
| Annual return | -7.03% | 20.60%-27.6pp | -137.18%+130.1pp | 28.85%-35.9pp |
| Employer contribution / active EE | $4,323 | $2,622+64.9% | $4,320+0.1% | $2,588+67.1% |
| Participant deferral / active EE | $8,962 | $4,432+102.2% | $5,820+54.0% | $4,289+109.0% |
| Admin fee / account holder | $358 | $1,729-79.3% | $10,614-96.6% | $1,587-77.4% |