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 4030 WEST BOY SCOUT BLVD · TAMPA, FL 33607 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $21,747 | $28,109-22.6% | $71,086-69.4% | $56,287-61.4% |
| Participation rate | 15.8% | 40.4%-24.6pp | 54.7%-38.9pp | 69.9%-54.1pp |
| Annual return | -8.54% | -615.05%+606.5pp | 650.59%-659.1pp | -9.96%+1.4pp |
| Employer contribution / active EE | $240 | $558-57.0% | $1,088-78.0% | $2,111-88.6% |
| Participant deferral / active EE | $559 | $1,116-49.9% | $1,874-70.2% | $3,350-83.3% |
| Admin fee / account holder | $0 | $585-100.0% | $3,082-100.0% | $521-100.0% |