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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,326 |
ADP BROKER-DEALER8+ 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 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,204 | $54,701-59.4% | $86,188-74.2% | $71,457-68.9% |
| Participation rate | 94.7% | 60.1%+34.6pp | 69.0%+25.7pp | 67.9%+26.8pp |
| Annual return | 19.38% | 20.06%-0.7pp | 1168.45%-1149.1pp | 28.85%-9.5pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,335 | $3,108+39.5% | $3,985+8.8% | $4,289+1.1% |
| Admin fee / account holder | $21 | $1,922-98.9% | $6,852-99.7% | $1,587-98.7% |