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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,037 |
ADP BROKER-DEALER5+ 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 | $16,656 | $197,591-91.6% | $177,821-90.6% | $158,922-89.5% |
| Participation rate | 82.6% | 88.5%-5.9pp | 87.7%-5.1pp | 82.0%+0.7pp |
| Annual return | 14.62% | 58.76%-44.1pp | 48.32%-33.7pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,981 | $6,697-55.5% | $5,918-49.6% | $4,761-37.4% |
| Participant deferral / active EE | $2,977 | $8,405-64.6% | $7,714-61.4% | $5,982-50.2% |
| Admin fee / account holder | $34 | $15,399-99.8% | $12,427-99.7% | $11,246-99.7% |