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 8-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.1+ years Service code 15 · EIN 59-3782727 | Recordkeeping | $9,581 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,696 | $46,869-55.8% | $122,332-83.1% | $70,131-70.5% |
| Participation rate | 26.6% | 58.2%-31.6pp | 71.6%-45.0pp | 69.5%-42.9pp |
| Annual return | 14.28% | 24.22%-9.9pp | 30.27%-16.0pp | 73.14%-58.9pp |
| Employer contribution / active EE | $109 | $1,288-91.6% | $4,050-97.3% | $2,342-95.4% |
| Participant deferral / active EE | $982 | $2,166-54.7% | $3,287-70.1% | $3,332-70.5% |
| Admin fee / account holder | $90 | $3,322-97.3% | $5,478-98.4% | $4,645-98.1% |