See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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.5+ years Service code 15 · EIN 59-3782727 | Recordkeeping | $34,088 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,940 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $40,873 | $31,679+29.0% | $74,701-45.3% | $65,185-37.3% |
| Participation rate | 91.2% | 40.4%+50.8pp | 54.5%+36.7pp | 70.2%+21.0pp |
| Annual return | 24.88% | 39.04%-14.2pp | 752.92%-728.0pp | 29.38%-4.5pp |
| Employer contribution / active EE | $1,523 | $566+169.1% | $1,084+40.6% | $2,177-30.0% |
| Participant deferral / active EE | $3,209 | $1,191+169.5% | $1,964+63.5% | $3,514-8.7% |
| Admin fee / account holder | $187 | $379-50.5% | $3,333-94.4% | $847-77.9% |