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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,173 |
ADP BROKER-DEALER3+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,625 | $30,555+147.5% | $80,716-6.3% | $86,799-12.9% |
| Participation rate | 23.2% | 37.2%-14.0pp | 54.2%-31.0pp | 72.3%-49.1pp |
| Annual return | 14.56% | 30.35%-15.8pp | 87.28%-72.7pp | 97.91%-83.3pp |
| Employer contribution / active EE | $460 | $472-2.6% | $1,160-60.4% | $2,405-80.9% |
| Participant deferral / active EE | $999 | $1,050-4.9% | $2,146-53.5% | $4,131-75.8% |
| Admin fee / account holder | $78 | $135-42.5% | $3,380-97.7% | $170-54.0% |