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 3-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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,509 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 17028 N BOSWELL BLVD · SUN CITY, AZ 85373 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,447 | $78,483-73.9% | $106,201-80.7% | $74,546-72.6% |
| Participation rate | 81.1% | 72.8%+8.3pp | 75.3%+5.8pp | 67.2%+13.9pp |
| Annual return | 11.94% | 15.94%-4.0pp | 116.26%-104.3pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $896 | $2,522-64.5% | $3,170-71.7% | $2,624-65.9% |
| Participant deferral / active EE | $2,687 | $4,320-37.8% | $5,012-46.4% | $4,347-38.2% |
| Admin fee / account holder | $40 | $2,236-98.2% | $11,039-99.6% | $1,944-97.9% |