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 | $20,602 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $7,540 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,105 |
ADP BROKER-DEALER9+ 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 | $42,575 | $54,701-22.2% | $86,188-50.6% | $71,457-40.4% |
| Participation rate | 87.0% | 60.1%+26.9pp | 69.0%+18.0pp | 67.9%+19.1pp |
| Annual return | 16.35% | 20.06%-3.7pp | 1168.45%-1152.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $805 | $1,265-36.3% | $2,380-66.2% | $2,588-68.9% |
| Participant deferral / active EE | $4,758 | $3,108+53.1% | $3,985+19.4% | $4,289+10.9% |
| Admin fee / account holder | $115 | $1,922-94.0% | $6,852-98.3% | $1,587-92.8% |