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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,963 |
INFINEX INVESTMENTS INC1 year Filed as: INFINEX INVESTMENTS, INC Service code 15 · EIN 06-1367288 | Recordkeeping | $8,939 |
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $6,069 |
ADP BROKER-DEALER5 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 | $56,011 | $56,317-0.5% | $71,209-21.3% | $74,304-24.6% |
| Participation rate | 75.9% | 55.1%+20.8pp | 73.8%+2.2pp | 60.3%+15.6pp |
| Annual return | 14.60% | 42.83%-28.2pp | 282.51%-267.9pp | 29.43%-14.8pp |
| Employer contribution / active EE | $2,761 | $2,160+27.8% | $2,721+1.5% | $2,241+23.2% |
| Participant deferral / active EE | $5,103 | $2,788+83.1% | $4,175+22.2% | $3,767+35.5% |
| Admin fee / account holder | $316 | $2,290-86.2% | $5,349-94.1% | $2,969-89.4% |