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 10-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 |
|---|---|---|
PRINCIPLED ADVISORS, INC.5+ years Service code 15 · EIN 59-3782727 | Recordkeeping | $43,643 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $23,613 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,382 | $74,347-60.5% | $93,606-68.6% | $67,579-56.5% |
| Participation rate | 91.8% | 80.6%+11.2pp | 75.8%+16.0pp | 71.3%+20.6pp |
| Annual return | 18.40% | 28.07%-9.7pp | 32.76%-14.4pp | 378.56%-360.2pp |
| Employer contribution / active EE | $1,362 | $2,583-47.3% | $2,718-49.9% | $2,148-36.6% |
| Participant deferral / active EE | $2,815 | $4,060-30.7% | $4,069-30.8% | $3,539-20.5% |
| Admin fee / account holder | $214 | $123+74.6% | $7,888-97.3% | $142+50.5% |