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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,871 |
ADP BROKER-DEALER8 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 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,134 | $55,415-79.9% | $155,509-92.8% | $74,495-85.1% |
| Participation rate | 82.1% | 61.9%+20.1pp | 78.2%+3.9pp | 67.2%+14.9pp |
| Annual return | 12.13% | 268.50%-256.4pp | 64.67%-52.5pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,499 | $2,836-11.9% | $5,626-55.6% | $4,346-42.5% |
| Admin fee / account holder | $7 | $1,738-99.6% | $15,912-100.0% | $1,942-99.6% |