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 |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,592 |
Filed as: AMERIPRISE FINANCIAL, LLC Service code 15 · EIN 13-3180631 | Recordkeeping | $17,432 |
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $14,980 |
ADP BROKER-DEALER8 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,742 | $132,049-32.8% | $200,582-55.8% | $74,304+19.4% |
| Participation rate | 96.5% | 84.1%+12.5pp | 86.9%+9.6pp | 60.3%+36.2pp |
| Annual return | 17.33% | 22.22%-4.9pp | 42.33%-25.0pp | 29.43%-12.1pp |
| Employer contribution / active EE | $2,983 | $4,558-34.5% | $6,419-53.5% | $2,241+33.1% |
| Participant deferral / active EE | $4,615 | $7,213-36.0% | $9,331-50.5% | $3,767+22.5% |
| Admin fee / account holder | $345 | $2,405-85.6% | $16,305-97.9% | $2,969-88.4% |