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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,466 |
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $13,266 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,806 | $51,197-20.3% | $82,719-50.7% | $66,914-39.0% |
| Participation rate | 81.3% | 67.8%+13.4pp | 72.6%+8.7pp | 69.8%+11.4pp |
| Annual return | -16.03% | -9.64%-6.4pp | 701.18%-717.2pp | 1.58%-17.6pp |
| Employer contribution / active EE | $2,708 | $2,611+3.7% | $3,009-10.0% | $2,544+6.5% |
| Participant deferral / active EE | $4,537 | $3,458+31.2% | $4,395+3.2% | $4,237+7.1% |
| Admin fee / account holder | $211 | $416-49.3% | $5,329-96.0% | $593-64.5% |