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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,523 |
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $14,201 |
ADP BROKER-DEALER3 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 | $39,730 | $58,264-31.8% | $86,612-54.1% | $71,457-44.4% |
| Participation rate | 75.7% | 65.0%+10.7pp | 71.7%+4.0pp | 67.9%+7.8pp |
| Annual return | 14.23% | 21.63%-7.4pp | 591.07%-576.8pp | 28.85%-14.6pp |
| Employer contribution / active EE | $2,746 | $2,574+6.7% | $3,022-9.2% | $2,588+6.1% |
| Participant deferral / active EE | $4,250 | $3,436+23.7% | $4,438-4.2% | $4,289-0.9% |
| Admin fee / account holder | $224 | $1,057-78.8% | $5,614-96.0% | $1,587-85.9% |