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.8+ years Service code 15 · EIN 59-3782727 | Recordkeeping | $55,140 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,105 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,746 | $26,549+76.1% | $61,373-23.8% | $66,914-30.1% |
| Participation rate | 90.0% | 38.1%+51.9pp | 52.6%+37.4pp | 69.8%+20.2pp |
| Annual return | -16.92% | -16.21%-0.7pp | 338.61%-355.5pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,928 | $651+195.9% | $1,159+66.3% | $2,544-24.2% |
| Participant deferral / active EE | $4,180 | $1,338+212.4% | $2,125+96.7% | $4,237-1.3% |
| Admin fee / account holder | $265 | $409-35.1% | $2,130-87.6% | $593-55.3% |