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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,062 |
ADP BROKER-DEALER4+ 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 |
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 | $16,027 | $109,359-85.3% | $162,163-90.1% | $72,985-78.0% |
| Participation rate | 90.0% | 84.3%+5.7pp | 87.6%+2.4pp | 69.5%+20.5pp |
| Annual return | 20.85% | 25.46%-4.6pp | 115.59%-94.7pp | 81.00%-60.1pp |
| Employer contribution / active EE | $4,053 | $3,907+3.7% | $5,614-27.8% | $2,440+66.1% |
| Participant deferral / active EE | $2,713 | $5,481-50.5% | $7,298-62.8% | $3,607-24.8% |
| Admin fee / account holder | $166 | $7,972-97.9% | $10,843-98.5% | $5,124-96.8% |