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 | $16,742 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,245 |
ADP BROKER-DEALER9+ 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 | $56,437 | $54,701+3.2% | $86,188-34.5% | $71,457-21.0% |
| Participation rate | 79.7% | 60.1%+19.6pp | 69.0%+10.7pp | 67.9%+11.8pp |
| Annual return | 15.17% | 20.06%-4.9pp | 1168.45%-1153.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $3,956 | $1,265+212.7% | $2,380+66.2% | $2,588+52.9% |
| Participant deferral / active EE | $3,162 | $3,108+1.7% | $3,985-20.7% | $4,289-26.3% |
| Admin fee / account holder | $147 | $1,922-92.4% | $6,852-97.9% | $1,587-90.7% |