Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,742 | $128,603-31.0% | $197,124-55.0% | $67,986+30.5% |
| Participation rate | 96.5% | 81.7%+14.9pp | 86.7%+9.8pp | 57.2%+39.3pp |
| Annual return | 17.33% | 23.77%-6.4pp | 44.34%-27.0pp | 31.67%-14.3pp |
| Employer contribution / active EE | $2,983 | $4,379-31.9% | $6,227-52.1% | $2,019+47.8% |
| Participant deferral / active EE | $4,615 | $6,840-32.5% | $9,135-49.5% | $3,358+37.4% |
| Admin fee / account holder | $345 | $3,035-88.6% | $16,298-97.9% | $3,203-89.2% |