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 |
|---|---|---|
AMERIPRISE FINANCIAL SERVICES INC10+ years Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $26,806 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,384 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,692 | $102,317-19.2% | $146,958-43.7% | $80,856+2.3% |
| Participation rate | 90.8% | 75.8%+15.0pp | 82.2%+8.6pp | 67.6%+23.2pp |
| Annual return | 12.39% | 134.76%-122.4pp | 418.34%-405.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,476 | $3,713-33.3% | $4,933-49.8% | $2,755-10.1% |
| Participant deferral / active EE | $9,433 | $6,644+42.0% | $8,070+16.9% | $4,296+119.6% |
| Admin fee / account holder | $252 | $7,941-96.8% | $12,998-98.1% | $6,918-96.4% |