See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,861 |
ADP BROKER-DEALER5+ 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 | $26,970 | $47,648-43.4% | $130,648-79.4% | $67,579-60.1% |
| Participation rate | 64.5% | 60.4%+4.0pp | 71.7%-7.3pp | 71.3%-6.8pp |
| Annual return | 20.96% | 25.73%-4.8pp | 1708.96%-1688.0pp | 378.56%-357.6pp |
| Employer contribution / active EE | $0 | $1,408-100.0% | $4,092-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,274 | $2,616-51.3% | $3,603-64.7% | $3,539-64.0% |
| Admin fee / account holder | $11 | $105-89.8% | $5,464-99.8% | $142-92.4% |