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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,858 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 17028 N BOSWELL BLVD · SUN CITY, AZ 85373 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,855 | $61,272-83.9% | $149,673-93.4% | $71,457-86.2% |
| Participation rate | 74.7% | 62.5%+12.2pp | 78.8%-4.1pp | 67.9%+6.7pp |
| Annual return | 17.28% | 35.85%-18.6pp | 134.42%-117.1pp | 28.85%-11.6pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,785 | $2,917-38.8% | $5,680-68.6% | $4,289-58.4% |
| Admin fee / account holder | $8 | $1,261-99.4% | $13,210-99.9% | $1,587-99.5% |