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.3+ years Service code 15 · EIN 59-3782727 | Recordkeeping | $25,341 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,867 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $48,050 | $31,388+53.1% | $73,545-34.7% | $62,292-22.9% |
| Participation rate | 85.2% | 39.9%+45.4pp | 54.9%+30.3pp | 69.5%+15.7pp |
| Annual return | 16.17% | 25.34%-9.2pp | -15.16%+31.3pp | 28.90%-12.7pp |
| Employer contribution / active EE | $1,433 | $498+187.7% | $1,219+17.5% | $2,042-29.8% |
| Participant deferral / active EE | $3,105 | $1,028+201.9% | $1,806+71.9% | $3,169-2.0% |
| Admin fee / account holder | $224 | $299-25.2% | $2,320-90.3% | $479-53.3% |