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 | $27,743 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,292 |
ADP BROKER-DEALER8+ 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 | $38,665 | $49,451-21.8% | $79,550-51.4% | $66,914-42.2% |
| Participation rate | 89.6% | 61.3%+28.3pp | 69.5%+20.1pp | 69.8%+19.8pp |
| Annual return | -15.68% | 84.25%-99.9pp | 0.16%-15.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $806 | $1,266-36.3% | $2,413-66.6% | $2,544-68.3% |
| Participant deferral / active EE | $4,793 | $3,159+51.7% | $3,985+20.3% | $4,237+13.1% |
| Admin fee / account holder | $120 | $595-79.8% | $6,832-98.2% | $593-79.8% |