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 Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,102 |
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $16,793 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,494 | $60,323-13.0% | $81,812-35.8% | $74,495-29.5% |
| Participation rate | 78.8% | 62.9%+15.9pp | 72.3%+6.4pp | 67.2%+11.6pp |
| Annual return | 12.79% | 16.90%-4.1pp | 773.79%-761.0pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,942 | $2,620+12.3% | $2,912+1.0% | $2,623+12.2% |
| Participant deferral / active EE | $5,634 | $3,387+66.3% | $4,319+30.5% | $4,346+29.6% |
| Admin fee / account holder | $312 | $1,486-79.0% | $7,386-95.8% | $1,942-83.9% |