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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,692 |
ADP BROKER-DEALER6 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 | $60,107 | $71,050-15.4% | $93,606-35.8% | $80,856-25.7% |
| Participation rate | 98.5% | 60.4%+38.1pp | 68.7%+29.8pp | 67.6%+30.8pp |
| Annual return | 12.38% | 11.26%+1.1pp | 133.20%-120.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,699 | $1,564+8.6% | $2,420-29.8% | $2,755-38.3% |
| Participant deferral / active EE | $4,180 | $4,034+3.6% | $4,411-5.2% | $4,296-2.7% |
| Admin fee / account holder | $55 | $6,945-99.2% | $8,285-99.3% | $6,918-99.2% |