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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $595 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 1433 OLD NORTHERN BLVD · ROSLYN, NY 11576 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,993 | $58,512-36.8% | $84,015-56.0% | $72,985-49.3% |
| Participation rate | 96.8% | 61.2%+35.5pp | 69.0%+27.8pp | 69.5%+27.3pp |
| Annual return | 23.42% | 28.93%-5.5pp | 71.31%-47.9pp | 81.00%-57.6pp |
| Employer contribution / active EE | $5,015 | $1,163+331.2% | $1,983+152.8% | $2,440+105.5% |
| Participant deferral / active EE | $4,521 | $2,394+88.9% | $3,239+39.6% | $3,607+25.3% |
| Admin fee / account holder | $4 | $4,569-99.9% | $6,101-99.9% | $5,124-99.9% |