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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,360 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE Service code 49 1954 GREENSPRING DR STE 200 · TIMONOUM, MD 21093 | Other Services | $0 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,762 | $49,451-64.1% | $79,550-77.7% | $66,914-73.5% |
| Participation rate | 93.7% | 61.3%+32.3pp | 69.5%+24.2pp | 69.8%+23.9pp |
| Annual return | -20.45% | 84.25%-104.7pp | 0.16%-20.6pp | 1.58%-22.0pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,296 | $3,159+36.0% | $3,985+7.8% | $4,237+1.4% |
| Admin fee / account holder | $21 | $595-96.5% | $6,832-99.7% | $593-96.5% |