See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,625 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 3045 NEWMARK DR · MIAMISBURG, OH 45342 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
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 | $83,594 | $57,108+46.4% | $94,224-11.3% | $52,331+59.7% |
| Participation rate | 75.5% | 72.9%+2.6pp | 78.8%-3.3pp | 68.1%+7.4pp |
| Annual return | 0.50% | 1.47%-1.0pp | 10.68%-10.2pp | 4.54%-4.0pp |
| Employer contribution / active EE | $1,557 | $1,735-10.2% | $3,587-56.6% | $1,882-17.2% |
| Participant deferral / active EE | $6,977 | $3,040+129.5% | $4,320+61.5% | $3,022+130.9% |
| Admin fee / account holder | $12 | $546-97.7% | $6,269-99.8% | $592-97.9% |