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 |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $44,711 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,570 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,708 | $61,473+29.7% | $81,930-2.7% | $73,409+8.6% |
| Participation rate | 93.7% | 72.4%+21.3pp | 72.0%+21.7pp | 72.2%+21.5pp |
| Annual return | 17.65% | 28.26%-10.6pp | 29.49%-11.8pp | 59.29%-41.6pp |
| Employer contribution / active EE | $6,791 | $1,898+257.8% | $4,310+57.6% | $2,234+204.0% |
| Participant deferral / active EE | $8,153 | $3,080+164.7% | $7,107+14.7% | $3,805+114.2% |
| Admin fee / account holder | $175 | $125+39.1% | $5,158-96.6% | $158+10.6% |