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 9-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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,097 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 237 MAIN STREET · POUGHKEEPSIE, NY 12601 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $7,400 | $76,000-90.3% | $154,107-95.2% | $64,186-88.5% |
| Participation rate | 79.5% | 70.4%+9.1pp | 83.0%-3.5pp | 69.6%+9.9pp |
| Annual return | -5.92% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,776 | $3,175-44.1% | $5,081-65.0% | $3,470-48.8% |
| Admin fee / account holder | $16 | $5,596-99.7% | $13,411-99.9% | $4,888-99.7% |