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 Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 4000 PONCE DE LEON BLVD · CORAL GABLES, FL 33146 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,957 | $39,898-37.4% | $121,196-79.4% | $55,725-55.2% |
| Participation rate | 58.5% | 61.2%-2.8pp | 71.7%-13.3pp | 70.9%-12.4pp |
| Annual return | -5.76% | -0.96%-4.8pp | 16.93%-22.7pp | 244.93%-250.7pp |
| Employer contribution / active EE | $0 | $1,295-100.0% | $4,022-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,152 | $2,439-52.7% | $3,344-65.5% | $3,356-65.7% |
| Admin fee / account holder | $0 | $95-100.0% | $5,019-100.0% | $115-100.0% |