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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.7+ years Service code 15 · EIN 88-1673202 | Recordkeeping | $28,857 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,964 |
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 | $84,337 | $109,413-22.9% | $156,263-46.0% | $84,808-0.6% |
| Participation rate | 87.3% | 72.7%+14.6pp | 78.9%+8.4pp | 68.3%+19.0pp |
| Annual return | 11.52% | 20.18%-8.7pp | 59.47%-47.9pp | 40.90%-29.4pp |
| Employer contribution / active EE | $4,675 | $2,907+60.8% | $4,333+7.9% | $2,631+77.7% |
| Participant deferral / active EE | $10,824 | $4,590+135.8% | $6,158+75.8% | $4,212+157.0% |
| Admin fee / account holder | $469 | $9,357-95.0% | $14,255-96.7% | $7,344-93.6% |