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 | $25,170 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,433 |
ADP BROKER-DEALER8+ 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 | $75,682 | $82,664-8.4% | $125,339-39.6% | $68,494+10.5% |
| Participation rate | 91.5% | 75.0%+16.4pp | 82.4%+9.1pp | 67.9%+23.6pp |
| Annual return | -18.57% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,939 | $3,381-42.7% | $4,814-59.7% | $2,596-25.3% |
| Participant deferral / active EE | $7,523 | $6,110+23.1% | $7,446+1.0% | $4,027+86.8% |
| Admin fee / account holder | $229 | $6,275-96.4% | $10,010-97.7% | $5,403-95.8% |