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 | $48,582 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,236 |
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 | $160,573 | $59,417+170.2% | $93,606+71.5% | $74,495+115.6% |
| Participation rate | 93.8% | 59.7%+34.1pp | 68.7%+25.0pp | 67.2%+26.5pp |
| Annual return | 12.91% | 81.83%-68.9pp | 133.20%-120.3pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,628 | $1,264+108.0% | $2,420+8.6% | $2,623+0.2% |
| Participant deferral / active EE | $8,875 | $3,050+191.0% | $4,411+101.2% | $4,346+104.2% |
| Admin fee / account holder | $514 | $3,021-83.0% | $8,285-93.8% | $1,942-73.5% |