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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,253 |
ADP BROKER-DEALER9+ 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,256 | $59,417-52.4% | $93,606-69.8% | $74,495-62.1% |
| Participation rate | 94.3% | 59.7%+34.6pp | 68.7%+25.5pp | 67.2%+27.1pp |
| Annual return | 20.49% | 81.83%-61.3pp | 133.20%-112.7pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,147 | $3,050+36.0% | $4,411-6.0% | $4,346-4.6% |
| Admin fee / account holder | $33 | $3,021-98.9% | $8,285-99.6% | $1,942-98.3% |