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.6+ years Service code 15 · EIN 59-3782727 | Recordkeeping | $40,681 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,358 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $45,349 | $35,986+26.0% | $77,482-41.5% | $73,488-38.3% |
| Participation rate | 93.1% | 40.8%+52.2pp | 54.2%+38.9pp | 70.7%+22.4pp |
| Annual return | 16.96% | 19.26%-2.3pp | 54.79%-37.8pp | 28.51%-11.5pp |
| Employer contribution / active EE | $1,519 | $557+172.5% | $986+54.0% | $2,270-33.1% |
| Participant deferral / active EE | $3,048 | $1,198+154.5% | $1,861+63.8% | $3,740-18.5% |
| Admin fee / account holder | $198 | $466-57.6% | $2,858-93.1% | $513-61.5% |