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 Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 · EIN 41-0973005 | Advisory (Participants) | $27,614 |
SHERIDAN ROAD ADVISORS LLC9 years Filed as: HUB INTERNATIONAL GULF SOUTH LTD Service code 13 · EIN 35-0672425 | Contract Administrator | $12,317 |
NATIONWIDE10+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $11,962 |
CHANCE GAY AND CIEGLO PLLC4 years Service code 10 · EIN 83-0974051 | Accounting | $9,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,502 | $48,230-1.5% | $67,502-29.6% | $80,856-41.3% |
| Participation rate | 86.6% | 66.4%+20.2pp | 72.9%+13.7pp | 67.6%+18.9pp |
| Annual return | 14.43% | 18.28%-3.9pp | 3512.12%-3497.7pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,525 | $2,020-24.5% | $2,731-44.1% | $2,755-44.6% |
| Participant deferral / active EE | $2,937 | $2,924+0.4% | $4,000-26.6% | $4,296-31.6% |
| Admin fee / account holder | $233 | $3,681-93.7% | $3,998-94.2% | $6,918-96.6% |