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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $690 |
ADP BROKER-DEALER2 years 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,583 | $65,041-39.1% | $90,951-56.5% | $79,858-50.4% |
| Participation rate | 94.7% | 61.6%+33.1pp | 69.0%+25.7pp | 69.6%+25.1pp |
| Annual return | 16.37% | 30.45%-14.1pp | 134.60%-118.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,233 | $2,512+108.3% | $3,373+55.1% | $3,740+39.9% |
| Admin fee / account holder | $4 | $4,536-99.9% | $5,959-99.9% | $5,306-99.9% |