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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,077 |
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 |
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 | $67,799 | $30,086+125.4% | $61,373+10.5% | $64,808+4.6% |
| Participation rate | 26.2% | 36.4%-10.2pp | 52.6%-26.4pp | 71.5%-45.3pp |
| Annual return | -16.24% | -13.99%-2.2pp | 338.61%-354.8pp | 32.82%-49.1pp |
| Employer contribution / active EE | $550 | $536+2.5% | $1,159-52.6% | $2,506-78.1% |
| Participant deferral / active EE | $1,224 | $1,126+8.7% | $2,125-42.4% | $4,310-71.6% |
| Admin fee / account holder | $99 | $148-33.4% | $2,130-95.4% | $188-47.5% |