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 | $16,288 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,170 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,111 | $49,451-16.9% | $79,550-48.3% | $66,914-38.6% |
| Participation rate | 77.1% | 61.3%+15.8pp | 69.5%+7.6pp | 69.8%+7.3pp |
| Annual return | -15.47% | 84.25%-99.7pp | 0.16%-15.6pp | 1.58%-17.1pp |
| Employer contribution / active EE | $3,693 | $1,266+191.8% | $2,413+53.0% | $2,544+45.1% |
| Participant deferral / active EE | $2,545 | $3,159-19.4% | $3,985-36.1% | $4,237-39.9% |
| Admin fee / account holder | $114 | $595-80.8% | $6,832-98.3% | $593-80.8% |