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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,743 |
ADP BROKER-DEALER4 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 |
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 | $38,462 | $59,805-35.7% | $79,550-51.7% | $68,494-43.8% |
| Participation rate | 94.2% | 61.1%+33.1pp | 69.5%+24.7pp | 67.9%+26.3pp |
| Annual return | -16.27% | -12.30%-4.0pp | 0.16%-16.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,083 | $1,505+38.4% | $2,413-13.7% | $2,596-19.8% |
| Participant deferral / active EE | $2,788 | $3,024-7.8% | $3,985-30.0% | $4,027-30.8% |
| Admin fee / account holder | $61 | $4,835-98.7% | $6,832-99.1% | $5,403-98.9% |