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 | $26,926 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,801 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,338 | $59,263-25.2% | $96,562-54.1% | $79,386-44.1% |
| Participation rate | 95.0% | 61.9%+33.1pp | 69.8%+25.2pp | 70.7%+24.3pp |
| Annual return | 14.33% | 27.07%-12.7pp | 37.78%-23.5pp | 116.85%-102.5pp |
| Employer contribution / active EE | $692 | $1,216-43.1% | $2,356-70.6% | $2,427-71.5% |
| Participant deferral / active EE | $4,562 | $2,948+54.8% | $3,849+18.5% | $4,046+12.8% |
| Admin fee / account holder | $118 | $658-82.0% | $6,181-98.1% | $626-81.1% |