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 |
|---|---|---|
AMERIPRISE FINANCIAL SERVICES INC10+ years Service code 27 · EIN 38-2722519 | Advisory (Plan) | $16,096 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,069 |
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 | $78,010 | $88,083-11.4% | $164,813-52.7% | $74,495+4.7% |
| Participation rate | 98.4% | 73.0%+25.4pp | 78.6%+19.8pp | 67.2%+31.2pp |
| Annual return | 18.21% | 17.26%+0.9pp | 69.93%-51.7pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $4,225 | $2,593+62.9% | $4,341-2.7% | $2,623+61.1% |
| Participant deferral / active EE | $8,437 | $4,498+87.6% | $6,031+39.9% | $4,346+94.1% |
| Admin fee / account holder | $67 | $2,234-97.0% | $12,690-99.5% | $1,942-96.6% |