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, LLC Service code 15 · EIN 13-3180631 | Recordkeeping | $12,753 |
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $11,272 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,713 |
ADP BROKER-DEALER11+ 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 | $70,391 | $66,098+6.5% | $101,794-30.8% | $74,304-5.3% |
| Participation rate | 78.2% | 53.8%+24.4pp | 69.2%+9.0pp | 60.3%+17.8pp |
| Annual return | 15.09% | 19.59%-4.5pp | 30.53%-15.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $3,862 | $1,082+257.1% | $2,289+68.7% | $2,241+72.3% |
| Participant deferral / active EE | $3,535 | $2,781+27.1% | $4,084-13.4% | $3,767-6.2% |
| Admin fee / account holder | $187 | $4,146-95.5% | $8,777-97.9% | $2,969-93.7% |