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 | $19,305 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,936 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,570 | $89,355-27.7% | $141,162-54.3% | $72,985-11.5% |
| Participation rate | 83.0% | 75.1%+7.9pp | 82.5%+0.5pp | 69.5%+13.5pp |
| Annual return | 22.16% | 111.85%-89.7pp | 71.39%-49.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $546 | $3,114-82.5% | $4,735-88.5% | $2,440-77.6% |
| Participant deferral / active EE | $5,659 | $5,418+4.4% | $6,709-15.7% | $3,607+56.9% |
| Admin fee / account holder | $156 | $5,958-97.4% | $10,261-98.5% | $5,124-97.0% |