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, LLC Service code 15 · EIN 13-3180631 | Recordkeeping | $18,146 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,490 |
ADP BROKER-DEALER1 year 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 | $83,519 | $66,098+26.4% | $101,794-18.0% | $74,304+12.4% |
| Participation rate | 72.3% | 53.8%+18.6pp | 69.2%+3.1pp | 60.3%+12.0pp |
| Annual return | 17.01% | 19.59%-2.6pp | 30.53%-13.5pp | 29.43%-12.4pp |
| Employer contribution / active EE | $907 | $1,082-16.2% | $2,289-60.4% | $2,241-59.5% |
| Participant deferral / active EE | $3,618 | $2,781+30.1% | $4,084-11.4% | $3,767-4.0% |
| Admin fee / account holder | $237 | $4,146-94.3% | $8,777-97.3% | $2,969-92.0% |