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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,719 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,570 |
Filed as: AMERIPRISE FINANCIAL Service code 49 1 ALMADEN BLVD · SAN JOSE, CA 95113 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $71,488 | $98,750-27.6% | $149,696-52.2% | $79,858-10.5% |
| Participation rate | 80.6% | 75.8%+4.8pp | 82.5%-1.9pp | 69.6%+10.9pp |
| Annual return | 20.56% | 27.43%-6.9pp | 276.60%-256.0pp | 31.71%-11.2pp |
| Employer contribution / active EE | $1,816 | $3,216-43.5% | $4,644-60.9% | $2,471-26.5% |
| Participant deferral / active EE | $9,000 | $5,680+58.4% | $6,842+31.5% | $3,740+140.6% |
| Admin fee / account holder | $59 | $6,053-99.0% | $9,309-99.4% | $5,306-98.9% |