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 | $60,123 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,337 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,945 | $66,528+36.7% | $86,874+4.7% | $86,799+4.8% |
| Participation rate | 97.4% | 72.4%+25.0pp | 71.6%+25.7pp | 72.3%+25.1pp |
| Annual return | 18.67% | 19.56%-0.9pp | 63.52%-44.9pp | 97.91%-79.2pp |
| Employer contribution / active EE | $7,065 | $2,007+252.0% | $2,495+183.1% | $2,405+193.7% |
| Participant deferral / active EE | $8,221 | $3,240+153.8% | $3,699+122.3% | $4,131+99.0% |
| Admin fee / account holder | $198 | $148+34.0% | $5,828-96.6% | $170+17.0% |