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 |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $83,054 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,110 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,845 | $54,701+177.6% | $86,188+76.2% | $71,457+112.5% |
| Participation rate | 97.1% | 60.1%+37.0pp | 69.0%+28.2pp | 67.9%+29.2pp |
| Annual return | 15.83% | 20.06%-4.2pp | 1168.45%-1152.6pp | 28.85%-13.0pp |
| Employer contribution / active EE | $2,913 | $1,265+130.2% | $2,380+22.4% | $2,588+12.6% |
| Participant deferral / active EE | $9,436 | $3,108+203.6% | $3,985+136.8% | $4,289+120.0% |
| Admin fee / account holder | $465 | $1,922-75.8% | $6,852-93.2% | $1,587-70.7% |