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 |
|---|---|---|
Filed as: BOYER & RITTER Service code 15 · EIN 23-1311005 | Recordkeeping | $10,000 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,730 |
ADP BROKER-DEALER10+ 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 |
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 | $34,830 | $74,927-53.5% | $101,794-65.8% | $84,808-58.9% |
| Participation rate | 87.2% | 61.4%+25.8pp | 69.2%+18.0pp | 68.3%+18.9pp |
| Annual return | 17.82% | 18.70%-0.9pp | 30.53%-12.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,720 | $3,099+149.1% | $4,084+89.0% | $4,212+83.3% |
| Admin fee / account holder | $79 | $6,514-98.8% | $8,777-99.1% | $7,344-98.9% |