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 | $70,492 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,080 |
ADP BROKER-DEALER6 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 | $104,028 | $69,823+49.0% | $77,163+34.8% | $74,419+39.8% |
| Participation rate | 97.3% | 70.0%+27.3pp | 69.6%+27.8pp | 70.7%+26.6pp |
| Annual return | 20.60% | 19.98%+0.6pp | 37.87%-17.3pp | 34.38%-13.8pp |
| Employer contribution / active EE | $8,542 | $2,150+297.3% | $2,535+237.0% | $2,637+223.9% |
| Participant deferral / active EE | $10,066 | $3,558+182.9% | $3,833+162.6% | $4,528+122.3% |
| Admin fee / account holder | $236 | $398-40.5% | $5,472-95.7% | $348-32.0% |