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 10-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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $38,234 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 55 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Other Commissions | $15,618 |
LBMC, PC1 year Service code 64 201 FRANKLIN ROAD · BRENTWOOD, TN 37027 | Recordkeeping Fees | $11,150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $116,183 | $102,317+13.6% | $146,958-20.9% | $80,856+43.7% |
| Participation rate | 93.0% | 75.8%+17.1pp | 82.2%+10.8pp | 67.6%+25.3pp |
| Annual return | 13.71% | 134.76%-121.1pp | 418.34%-404.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,374 | $3,713-63.0% | $4,933-72.1% | $2,755-50.1% |
| Participant deferral / active EE | $7,850 | $6,644+18.2% | $8,070-2.7% | $4,296+82.7% |
| Admin fee / account holder | $471 | $7,941-94.1% | $12,998-96.4% | $6,918-93.2% |