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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,863 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 17028 N BOSWELL BLVD · SUN CITY, AZ 85373 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,890 | $70,428-53.3% | $96,562-65.9% | $85,850-61.7% |
| Participation rate | 83.8% | 61.8%+21.9pp | 69.8%+13.9pp | 69.3%+14.4pp |
| Annual return | 14.72% | 18.59%-3.9pp | 37.78%-23.1pp | 318.53%-303.8pp |
| Employer contribution / active EE | $4,170 | $1,413+195.1% | $2,356+77.0% | $2,565+62.6% |
| Participant deferral / active EE | $3,184 | $2,894+10.0% | $3,849-17.3% | $3,952-19.4% |
| Admin fee / account holder | $10 | $4,997-99.8% | $6,181-99.8% | $6,260-99.8% |