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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,370 |
ADP BROKER-DEALER3+ 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.
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 | $4,259 | $94,529-95.5% | $140,016-97.0% | $64,186-93.4% |
| Participation rate | 84.4% | 84.1%+0.3pp | 87.5%-3.1pp | 69.6%+14.8pp |
| Annual return | -6.87% | 7.77%-14.6pp | 651.12%-658.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,140 | $3,812-43.9% | $5,606-61.8% | $2,381-10.1% |
| Participant deferral / active EE | $1,848 | $5,250-64.8% | $6,927-73.3% | $3,470-46.7% |
| Admin fee / account holder | $7 | $6,741-99.9% | $10,705-99.9% | $4,888-99.9% |