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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,167 |
PRINCIPLED ADVISORS, INC.6+ years Service code 15 · EIN 88-1673202 | Recordkeeping | $27,737 |
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 | $65,168 | $101,724-35.9% | $164,813-60.5% | $80,856-19.4% |
| Participation rate | 90.8% | 71.8%+19.0pp | 78.6%+12.2pp | 67.6%+23.2pp |
| Annual return | 15.34% | 16.72%-1.4pp | 69.93%-54.6pp | 35.59%-20.3pp |
| Employer contribution / active EE | $5,149 | $2,953+74.3% | $4,341+18.6% | $2,755+86.9% |
| Participant deferral / active EE | $12,124 | $4,477+170.8% | $6,031+101.0% | $4,296+182.2% |
| Admin fee / account holder | $462 | $8,227-94.4% | $12,690-96.4% | $6,918-93.3% |