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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $60,148 |
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $30,607 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,509 | $60,545-71.1% | $92,233-81.0% | $69,631-74.9% |
| Participation rate | 98.0% | 72.2%+25.9pp | 76.5%+21.5pp | 70.7%+27.3pp |
| Annual return | 22.43% | 19.71%+2.7pp | 176.28%-153.9pp | 27571.02%-27548.6pp |
| Employer contribution / active EE | $1,832 | $2,633-30.4% | $3,679-50.2% | $2,032-9.8% |
| Participant deferral / active EE | $3,040 | $2,828+7.5% | $3,897-22.0% | $3,224-5.7% |
| Admin fee / account holder | $152 | $145+4.8% | $5,194-97.1% | $110+37.4% |