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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,976 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 6226 COVINGTON ROAD · FORT WAYNE, IN 46804 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,949 | $89,739-93.4% | $149,718-96.0% | $62,292-90.5% |
| Participation rate | 74.1% | 85.1%-11.0pp | 87.1%-13.0pp | 69.5%+4.6pp |
| Annual return | 19.45% | 21.01%-1.6pp | 1501.63%-1482.2pp | 28.90%-9.4pp |
| Employer contribution / active EE | $1,528 | $3,233-52.7% | $5,445-71.9% | $2,042-25.2% |
| Participant deferral / active EE | $1,671 | $4,797-65.2% | $6,569-74.6% | $3,169-47.3% |
| Admin fee / account holder | $8 | $551-98.6% | $11,283-99.9% | $479-98.4% |