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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,183 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC Service code 49 707 2ND AVE S · POMPTON PLAINS, NJ 07444 | 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,850 | $59,263-64.8% | $96,562-78.4% | $79,386-73.7% |
| Participation rate | 91.0% | 61.9%+29.1pp | 69.8%+21.2pp | 70.7%+20.3pp |
| Annual return | 13.96% | 27.07%-13.1pp | 37.78%-23.8pp | 116.85%-102.9pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,390 | $2,948+15.0% | $3,849-11.9% | $4,046-16.2% |
| Admin fee / account holder | $21 | $658-96.9% | $6,181-99.7% | $626-96.7% |