Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $100,219 |
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $34,555 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,087 | $65,946-71.1% | $81,783-76.7% | $77,671-75.4% |
| Participation rate | 69.7% | 65.8%+3.9pp | 72.4%-2.6pp | 70.6%-0.9pp |
| Annual return | 16.78% | 26.65%-9.9pp | 775.05%-758.3pp | 31.21%-14.4pp |
| Employer contribution / active EE | $1,046 | $2,371-55.9% | $2,913-64.1% | $2,726-61.6% |
| Participant deferral / active EE | $3,054 | $3,507-12.9% | $4,320-29.3% | $4,648-34.3% |
| Admin fee / account holder | $178 | $527-66.2% | $7,380-97.6% | $430-58.6% |