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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,645 |
ADP BROKER-DEALER5 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,247 | $95,416-89.3% | $185,823-94.5% | $85,850-88.1% |
| Participation rate | 81.1% | 68.8%+12.3pp | 81.7%-0.6pp | 69.3%+11.7pp |
| Annual return | 13.98% | 23.59%-9.6pp | 122.05%-108.1pp | 318.53%-304.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,248 | $3,423-34.3% | $5,568-59.6% | $3,952-43.1% |
| Admin fee / account holder | $9 | $7,213-99.9% | $16,237-99.9% | $6,260-99.9% |