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 | $83,011 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,933 |
ADP BROKER-DEALER7 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 | $133,014 | $66,457+100.1% | $81,382+63.4% | $77,643+71.3% |
| Participation rate | 97.7% | 68.7%+28.9pp | 69.5%+28.2pp | 70.6%+27.1pp |
| Annual return | 20.87% | 15.93%+4.9pp | 24.73%-3.9pp | 31.24%-10.4pp |
| Employer contribution / active EE | $8,624 | $2,159+299.4% | $2,463+250.2% | $2,726+216.4% |
| Participant deferral / active EE | $10,712 | $3,679+191.1% | $3,883+175.9% | $4,647+130.5% |
| Admin fee / account holder | $285 | $583-51.1% | $5,768-95.1% | $430-33.8% |