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 6-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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,785 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 1400 COMPUTER DRIVE · WESTBOROUGH, MA 01581 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,325 | $25,302+221.4% | $74,701+8.9% | $67,579+20.3% |
| Participation rate | 11.7% | 37.8%-26.2pp | 54.5%-42.8pp | 71.3%-59.6pp |
| Annual return | 22.98% | 10291.17%-10268.2pp | 752.92%-729.9pp | 378.56%-355.6pp |
| Employer contribution / active EE | $219 | $446-50.9% | $1,084-79.8% | $2,148-89.8% |
| Participant deferral / active EE | $428 | $954-55.2% | $1,964-78.2% | $3,539-87.9% |
| Admin fee / account holder | $31 | $108-70.9% | $3,333-99.1% | $142-78.0% |