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 | $16,465 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $470 |
ADP BROKER-DEALER5+ 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).
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 | $22,363 | $62,928-64.5% | $172,739-87.1% | $67,579-66.9% |
| Participation rate | 33.6% | 64.5%-30.8pp | 82.6%-49.0pp | 71.3%-37.6pp |
| Annual return | 16.77% | 30.36%-13.6pp | 802.84%-786.1pp | 378.56%-361.8pp |
| Employer contribution / active EE | $252 | $1,636-84.6% | $5,143-95.1% | $2,148-88.3% |
| Participant deferral / active EE | $1,132 | $2,145-47.2% | $5,198-78.2% | $3,539-68.0% |
| Admin fee / account holder | $104 | $167-37.6% | $13,954-99.3% | $142-27.0% |